Filed September 16, 2021 (most recent of 2 filings on file)
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 FINANCIAL5 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $48,524 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,986 |
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 | $62,337 | $79,519-21.6% | $95,952-35.0% | $73,409-15.1% |
| Participation rate | 98.1% | 81.2%+16.9pp | 77.1%+21.0pp | 72.2%+25.9pp |
| Annual return | 15.92% | 19.20%-3.3pp | 91.61%-75.7pp | 59.29%-43.4pp |
| Employer contribution / active EE | $3,085 | $2,048+50.7% | $2,541+21.4% | $2,234+38.1% |
| Participant deferral / active EE | $5,004 | $4,138+20.9% | $4,167+20.1% | $3,805+31.5% |
| Admin fee / account holder | $133 | $184-27.6% | $6,795-98.0% | $158-15.5% |