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 9-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 | $34,061 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,611 |
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 | $39,046 | $50,106-22.1% | $70,014-44.2% | $57,658-32.3% |
| Participation rate | 70.2% | 70.9%-0.7pp | 71.8%-1.6pp | 70.2%0pp |
| Annual return | 2.58% | 14.58%-12.0pp | 12.99%-10.4pp | 5.13%-2.6pp |
| Employer contribution / active EE | $628 | $1,739-63.9% | $2,338-73.1% | $1,974-68.2% |
| Participant deferral / active EE | $1,484 | $2,486-40.3% | $2,931-49.4% | $3,061-51.5% |
| Admin fee / account holder | $9 | $89-89.9% | $4,380-99.8% | $95-90.5% |