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 RPCP Service code 12 4707 EXECUTIVE DRIVE · SAN DIEGO, CA 92121 | Recordkeeping and information managem... | $7,693 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,437 | $60,989+36.8% | $60,874+37.1% | $66,914+24.7% |
| Participation rate | 99.5% | 74.5%+25.0pp | 73.1%+26.4pp | 69.8%+29.7pp |
| Annual return | -20.54% | -9.60%-10.9pp | 16.90%-37.4pp | 1.58%-22.1pp |
| Employer contribution / active EE | $5,364 | $2,661+101.6% | $2,701+98.6% | $2,544+110.8% |
| Participant deferral / active EE | $8,575 | $3,615+137.2% | $3,817+124.7% | $4,237+102.4% |
| Admin fee / account holder | $244 | $338-27.8% | $3,224-92.4% | $593-58.8% |