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 FINANCIAL CORPORATION Service code 55 4707 EXECUTIVE DR · SAN DIEGO, CA 92121 | Other Commissions | $35,937 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $20,478 | $46,173-55.6% | $170,442-88.0% | $69,631-70.6% |
| Participation rate | 93.0% | 63.9%+29.1pp | 83.6%+9.4pp | 70.7%+22.3pp |
| Annual return | 17.45% | 21.62%-4.2pp | 205.93%-188.5pp | 27571.02%-27553.6pp |
| Employer contribution / active EE | $1,987 | $1,610+23.5% | $5,433-63.4% | $2,032-2.2% |
| Participant deferral / active EE | $598 | $2,080-71.3% | $4,939-87.9% | $3,224-81.5% |
| Admin fee / account holder | $62 | $116-46.4% | $13,880-99.6% | $110-43.7% |