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 | $47,281 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $26,306 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,344 | $64,119-37.1% | $112,228-64.1% | $66,914-39.7% |
| Participation rate | 90.1% | 68.5%+21.6pp | 75.1%+15.0pp | 69.8%+20.3pp |
| Annual return | -14.48% | -13.81%-0.7pp | 27.45%-41.9pp | 1.58%-16.1pp |
| Employer contribution / active EE | $1,226 | $3,005-59.2% | $3,635-66.3% | $2,544-51.8% |
| Participant deferral / active EE | $2,829 | $3,693-23.4% | $4,728-40.2% | $4,237-33.2% |
| Admin fee / account holder | $233 | $625-62.7% | $6,410-96.4% | $593-60.7% |