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 LLC Service code 55 · EIN 95-2834236 | Other Commissions | $67,082 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,550 |
Annual investment return 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 | $124,932 | $107,378+16.3% | $108,579+15.1% | $57,658+116.7% |
| Participation rate | 88.1% | 77.1%+11.0pp | 79.6%+8.5pp | 70.2%+17.9pp |
| Annual return | 5.69% | 12.80%-7.1pp | -51.70%+57.4pp | 5.13%+0.6pp |
| Employer contribution / active EE | $2,835 | $1,782+59.1% | $3,758-24.6% | $1,974+43.6% |
| Participant deferral / active EE | $4,768 | $3,221+48.0% | $4,311+10.6% | $3,061+55.8% |
| Admin fee / account holder | $5 | $108-95.2% | $7,645-99.9% | $95-94.5% |