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 | $53,541 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $30,275 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,739 | $77,660-32.1% | $109,143-51.7% | $79,386-33.6% |
| Participation rate | 85.8% | 67.8%+18.0pp | 75.9%+9.9pp | 70.7%+15.1pp |
| Annual return | 13.79% | 23.44%-9.6pp | 25.75%-12.0pp | 116.85%-103.1pp |
| Employer contribution / active EE | $1,675 | $2,797-40.1% | $3,722-55.0% | $2,427-31.0% |
| Participant deferral / active EE | $2,697 | $3,518-23.3% | $4,653-42.0% | $4,046-33.3% |
| Admin fee / account holder | $289 | $732-60.5% | $6,752-95.7% | $626-53.8% |