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 FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 95-2834236 | Advisory (Plan) | $27,562 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,775 |
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 | $39,899 | $155,795-74.4% | $136,294-70.7% | $69,631-42.7% |
| Participation rate | 88.1% | 75.2%+12.8pp | 81.9%+6.2pp | 70.7%+17.4pp |
| Annual return | 26.94% | 232464.33%-232437.4pp | 5155.94%-5129.0pp | 27571.02%-27544.1pp |
| Employer contribution / active EE | $1,786 | $2,991-40.3% | $4,695-62.0% | $2,032-12.1% |
| Participant deferral / active EE | $5,967 | $5,394+10.6% | $6,247-4.5% | $3,224+85.1% |
| Admin fee / account holder | $71 | $128-44.6% | $9,243-99.2% | $110-35.7% |