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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $201,123 |
LPL FINANCIAL5 years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $78,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,574 | $89,436-33.4% | $164,813-63.9% | $77,643-23.3% |
| Participation rate | 99.0% | 78.6%+20.4pp | 78.6%+20.4pp | 70.6%+28.4pp |
| Annual return | 12.45% | 28.83%-16.4pp | 69.93%-57.5pp | 31.24%-18.8pp |
| Employer contribution / active EE | $1,307 | $2,569-49.1% | $4,341-69.9% | $2,726-52.1% |
| Participant deferral / active EE | $5,143 | $4,897+5.0% | $6,031-14.7% | $4,647+10.7% |
| Admin fee / account holder | $178 | $339-47.4% | $12,690-98.6% | $430-58.5% |