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+ years Filed as: LPL FINANCIAL LLC Service code 55 · EIN 95-2834236 | Other Commissions | $5,767 |
Service code 37 · EIN 04-2647786 | Loan Processing | $413 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $20,271 | $80,177-74.7% | $123,892-83.6% | $57,658-64.8% |
| Participation rate | 81.1% | 74.4%+6.7pp | 81.4%-0.3pp | 70.2%+10.9pp |
| Annual return | 30.77% | 17.90%+12.9pp | 47.52%-16.7pp | 5.13%+25.6pp |
| Employer contribution / active EE | $0 | $2,913-100.0% | $4,617-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $5,739 | $5,130+11.9% | $5,984-4.1% | $3,061+87.5% |
| Admin fee / account holder | $2 | $106-98.5% | $8,357-100.0% | $95-98.3% |