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 CORPORATION Service code 55 · EIN 95-2834236 | Other Commissions | $16,722 |
Service code 37 · EIN 04-2647786 | Loan Processing | $913 |
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 | $141,646 | $72,177+96.2% | $115,037+23.1% | $59,632+137.5% |
| Participation rate | 93.4% | 72.6%+20.9pp | 81.4%+12.1pp | 68.7%+24.7pp |
| Annual return | -0.54% | 12.02%-12.6pp | 26.14%-26.7pp | 2041.28%-2041.8pp |
| Employer contribution / active EE | $4,598 | $2,841+61.8% | $4,608-0.2% | $2,203+108.7% |
| Participant deferral / active EE | $10,024 | $4,783+109.6% | $6,026+66.3% | $3,192+214.1% |
| Admin fee / account holder | $8 | $4,927-99.8% | $8,175-99.9% | $4,297-99.8% |