See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $24,153 |
Service code 37 · EIN 04-2647786 | Loan Processing | $17,944 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,117 | $89,355-15.9% | $141,162-46.8% | $72,985+2.9% |
| Participation rate | 96.8% | 75.1%+21.7pp | 82.5%+14.3pp | 69.5%+27.3pp |
| Annual return | 24.79% | 111.85%-87.1pp | 71.39%-46.6pp | 81.00%-56.2pp |
| Employer contribution / active EE | $4,319 | $3,114+38.7% | $4,735-8.8% | $2,440+77.0% |
| Participant deferral / active EE | $7,983 | $5,418+47.4% | $6,709+19.0% | $3,607+121.3% |
| Admin fee / account holder | $270 | $5,958-95.5% | $10,261-97.4% | $5,124-94.7% |