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 27 PO BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $23,174 |
Service code 27 PO BOX 5097 · APPLETON, WI 549125097 | Advisory (Plan) | $4,706 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $0 |
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 | $48,009 | $59,186-18.9% | $76,768-37.5% | $56,287-14.7% |
| Participation rate | 87.3% | 75.2%+12.1pp | 77.0%+10.3pp | 69.9%+17.4pp |
| Annual return | -6.26% | 6.62%-12.9pp | 2.43%-8.7pp | -9.96%+3.7pp |
| Employer contribution / active EE | $650 | $1,759-63.0% | $2,485-73.8% | $2,111-69.2% |
| Participant deferral / active EE | $2,386 | $3,255-26.7% | $3,852-38.1% | $3,350-28.8% |
| Admin fee / account holder | $156 | $489-68.0% | $6,675-97.7% | $521-70.0% |