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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $26,419 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $26,392 |
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 | $64,523 | $86,332-25.3% | $125,175-48.5% | $65,185-1.0% |
| Participation rate | 78.2% | 75.3%+2.8pp | 79.8%-1.6pp | 70.2%+8.0pp |
| Annual return | 23.81% | 27.43%-3.6pp | 43.79%-20.0pp | 29.38%-5.6pp |
| Employer contribution / active EE | $876 | $2,040-57.0% | $3,865-77.3% | $2,177-59.7% |
| Participant deferral / active EE | $3,857 | $3,537+9.0% | $4,937-21.9% | $3,514+9.8% |
| Admin fee / account holder | $246 | $609-59.7% | $9,702-97.5% | $847-71.0% |