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 RPCP COMPENSATATION Service code 27 · EIN 04-3046611 | Advisory (Plan) | $27,025 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $23,800 |
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 | $43,696 | $64,909-32.7% | $82,313-46.9% | $62,292-29.9% |
| Participation rate | 94.0% | 74.9%+19.1pp | 76.9%+17.1pp | 69.5%+24.5pp |
| Annual return | 18.96% | 21.18%-2.2pp | 25.88%-6.9pp | 28.90%-9.9pp |
| Employer contribution / active EE | $1,509 | $1,676-10.0% | $2,428-37.9% | $2,042-26.1% |
| Participant deferral / active EE | $2,341 | $3,103-24.6% | $3,706-36.8% | $3,169-26.1% |
| Admin fee / account holder | $188 | $440-57.3% | $5,608-96.7% | $479-60.8% |