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 FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 55 · EIN 04-3046611 | Other Commissions | $12,302 |
Service code 37 · EIN 04-2647786 | Loan Processing | $438 |
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 | $26,562 | $155,795-83.0% | $136,294-80.5% | $69,631-61.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 31.05% | 232464.33%-232433.3pp | 5155.94%-5124.9pp | 27571.02%-27540.0pp |
| Employer contribution / active EE | $2,333 | $2,991-22.0% | $4,695-50.3% | $2,032+14.8% |
| Participant deferral / active EE | $6,823 | $5,394+26.5% | $6,247+9.2% | $3,224+111.6% |
| Admin fee / account holder | $2 | $128-98.8% | $9,243-100.0% | $110-98.6% |