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 | $130,224-35.3% | $197,124-57.2% | $79,634+5.9% |
| Participation rate | 90.3% | 87.8%+2.5pp | 86.7%+3.6pp | 62.5%+27.9pp |
| Annual return | 21.76% | 23.65%-1.9pp | 44.34%-22.6pp | 36.46%-14.7pp |
| Employer contribution / active EE | $3,993 | $4,314-7.4% | $6,227-35.9% | $2,529+57.9% |
| Participant deferral / active EE | $8,247 | $7,378+11.8% | $9,135-9.7% | $3,835+115.1% |
| Admin fee / account holder | $207 | $254-18.6% | $16,298-98.7% | $1,002-79.3% |