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 FINANCIAL8 years Filed as: LPL FINANCIAL LLC Service code 55 · EIN 04-3046611 | Other Commissions | $48,821 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$17,144 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,047 | $91,372-52.9% | $129,995-66.9% | $74,419-42.2% |
| Participation rate | 93.8% | 77.8%+16.0pp | 78.5%+15.3pp | 70.7%+23.0pp |
| Annual return | 20.18% | 23.21%-3.0pp | -137.18%+157.4pp | 34.38%-14.2pp |
| Employer contribution / active EE | $1,612 | $2,563-37.1% | $4,320-62.7% | $2,637-38.9% |
| Participant deferral / active EE | $5,702 | $4,721+20.8% | $5,820-2.0% | $4,528+25.9% |
| Admin fee / account holder | -$22 | $283-107.8% | $10,614-100.2% | $348-106.3% |