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 CORPORATION Service code 16 · EIN 04-3046611 | Consulting | $58,233 |
Service code 37 · EIN 04-2647786 | Loan Processing | $15,087 |
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 | $55,168 | $74,024-25.5% | $77,999-29.3% | $57,658-4.3% |
| Participation rate | 86.1% | 79.7%+6.4pp | 75.5%+10.6pp | 70.2%+15.9pp |
| Annual return | 7.68% | 12.14%-4.5pp | 425.96%-418.3pp | 5.13%+2.5pp |
| Employer contribution / active EE | $799 | $2,365-66.2% | $2,470-67.6% | $1,974-59.5% |
| Participant deferral / active EE | $2,350 | $3,533-33.5% | $3,497-32.8% | $3,061-23.2% |
| Admin fee / account holder | $109 | $93+17.0% | $5,480-98.0% | $95+15.3% |