Filed October 15, 2020
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 13 · EIN 42-0127290 | Contract Administrator | $100,106 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $75,437 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,313 | $131,799-36.0% | $200,582-58.0% | $85,563-1.5% |
| Participation rate | 90.3% | 87.9%+2.4pp | 86.9%+3.5pp | 66.0%+24.4pp |
| Annual return | 21.76% | 21.59%+0.2pp | 42.33%-20.6pp | 31.51%-9.8pp |
| Employer contribution / active EE | $3,993 | $4,532-11.9% | $6,419-37.8% | $2,654+50.5% |
| Participant deferral / active EE | $8,247 | $7,702+7.1% | $9,331-11.6% | $4,375+88.5% |
| Admin fee / account holder | $207 | $235-11.8% | $16,305-98.7% | $834-75.2% |