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 FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 26 · EIN 04-3046611 | Advisory (Participants) | $12,040 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $5,202 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $35,401 | $41,281-14.2% | $109,313-67.6% | $57,658-38.6% |
| Participation rate | 49.2% | 59.3%-10.1pp | 71.3%-22.0pp | 70.2%-21.0pp |
| Annual return | 20.69% | 8.97%+11.7pp | 22.07%-1.4pp | 5.13%+15.6pp |
| Employer contribution / active EE | $1,140 | $1,201-5.1% | $3,892-70.7% | $1,974-42.2% |
| Participant deferral / active EE | $1,044 | $2,223-53.0% | $3,166-67.0% | $3,061-65.9% |
| Admin fee / account holder | $82 | $75+9.1% | $5,666-98.6% | $95-13.2% |