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 FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $13,869 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,007 |
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 | $60,203 | $65,592-8.2% | $90,160-33.2% | $69,631-13.5% |
| Participation rate | 88.2% | 77.6%+10.5pp | 76.9%+11.3pp | 70.7%+17.5pp |
| Annual return | 21.17% | 57.10%-35.9pp | 34.88%-13.7pp | 27571.02%-27549.8pp |
| Employer contribution / active EE | $3,091 | $2,193+41.0% | $3,318-6.8% | $2,032+52.1% |
| Participant deferral / active EE | $7,743 | $5,257+47.3% | $5,288+46.4% | $3,224+140.2% |
| Admin fee / account holder | $91 | $86+6.6% | $5,943-98.5% | $110-17.3% |