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 FINANCIAL3 years Filed as: LPL FINANCIAL LLC Service code 55 · EIN 04-3046611 | Other Commissions | $83,495 |
Service code 37 · EIN 04-2647786 | Loan Processing | $8,736 |
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 | $28,586 | $88,874-67.8% | $123,544-76.9% | $75,289-62.0% |
| Participation rate | 79.2% | 75.9%+3.4pp | 82.3%-3.1pp | 72.4%+6.8pp |
| Annual return | -3.01% | 4.22%-7.2pp | 119.20%-122.2pp | -0.04%-3.0pp |
| Employer contribution / active EE | $3,123 | $3,256-4.1% | $4,628-32.5% | $2,405+29.8% |
| Participant deferral / active EE | $5,584 | $6,174-9.5% | $6,426-13.1% | $3,739+49.4% |
| Admin fee / account holder | $3 | $95-96.8% | $9,284-100.0% | $102-97.0% |