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 8-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 FINANCIAL3+ years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $48,609 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,889 |
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 | $81,592 | $55,449+47.1% | $83,848-2.7% | $56,287+45.0% |
| Participation rate | 97.5% | 68.0%+29.5pp | 76.1%+21.3pp | 69.9%+27.6pp |
| Annual return | -6.50% | -1.38%-5.1pp | 850.88%-857.4pp | -9.96%+3.5pp |
| Employer contribution / active EE | $4,065 | $2,430+67.2% | $3,631+11.9% | $2,111+92.5% |
| Participant deferral / active EE | $7,644 | $2,935+160.4% | $4,082+87.3% | $3,350+128.2% |
| Admin fee / account holder | $30 | $656-95.4% | $5,478-99.5% | $521-94.2% |