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+ years Filed as: LPL FINANCIAL LLC Service code 55 · EIN 95-2834236 | Other Commissions | $19,144 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,125 |
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 | $35,929 | $42,582-15.6% | $171,082-79.0% | $57,658-37.7% |
| Participation rate | 90.2% | 63.9%+26.3pp | 76.7%+13.5pp | 70.2%+20.0pp |
| Annual return | 13.50% | 308.67%-295.2pp | 32.56%-19.1pp | 5.13%+8.4pp |
| Employer contribution / active EE | $2,746 | $1,306+110.3% | $4,002-31.4% | $1,974+39.1% |
| Participant deferral / active EE | $6,046 | $2,933+106.1% | $4,797+26.0% | $3,061+97.5% |
| Admin fee / account holder | $6 | $82-92.2% | $8,520-99.9% | $95-93.2% |