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 PO BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $26,922 |
Service code 11 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Actuarial | $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 | $52,041 | $65,376-20.4% | $87,100-40.3% | $65,185-20.2% |
| Participation rate | 90.2% | 75.3%+14.9pp | 76.9%+13.4pp | 70.2%+20.0pp |
| Annual return | 19.40% | 31.27%-11.9pp | 28.19%-8.8pp | 29.38%-10.0pp |
| Employer contribution / active EE | $750 | $1,822-58.8% | $2,521-70.2% | $2,177-65.5% |
| Participant deferral / active EE | $2,861 | $3,388-15.6% | $4,049-29.3% | $3,514-18.6% |
| Admin fee / account holder | $125 | $520-76.0% | $7,497-98.3% | $847-85.3% |