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 27 · EIN 04-3046611 | Advisory (Plan) | $14,758 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $9,144 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $29,360 | $50,637-42.0% | $86,590-66.1% | $62,292-52.9% |
| Participation rate | 68.4% | 67.9%+0.5pp | 73.5%-5.1pp | 69.5%-1.1pp |
| Annual return | 22.76% | 20.80%+2.0pp | 964.84%-942.1pp | 28.90%-6.1pp |
| Employer contribution / active EE | $1,713 | $2,075-17.4% | $2,839-39.7% | $2,042-16.1% |
| Participant deferral / active EE | $2,936 | $2,611+12.4% | $3,609-18.6% | $3,169-7.4% |
| Admin fee / account holder | $142 | $413-65.6% | $4,906-97.1% | $479-70.3% |