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 FINANCIAL7 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $103,301 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,025 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,621 | $72,254+31.0% | $86,677+9.2% | $64,808+46.0% |
| Participation rate | 94.8% | 80.4%+14.3pp | 76.6%+18.2pp | 71.5%+23.3pp |
| Annual return | -15.19% | 392.42%-407.6pp | 35.91%-51.1pp | 32.82%-48.0pp |
| Employer contribution / active EE | $3,358 | $2,393+40.3% | $2,836+18.4% | $2,506+34.0% |
| Participant deferral / active EE | $5,860 | $4,658+25.8% | $4,656+25.9% | $4,310+36.0% |
| Admin fee / account holder | $237 | $174+36.4% | $7,493-96.8% | $188+26.3% |