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 CORPORATION Service code 27 · EIN 95-2834236 | Advisory (Plan) | $120,462 |
Service code 37 · EIN 04-2647786 | Loan Processing | $14,693 |
Service code 10 · EIN 20-2019885 | Accounting | $13,000 |
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 | $54,161 | $63,905-15.2% | $74,183-27.0% | $57,658-6.1% |
| Participation rate | 90.9% | 79.8%+11.1pp | 76.6%+14.3pp | 70.2%+20.6pp |
| Annual return | 15.70% | 60.60%-44.9pp | 17.74%-2.0pp | 5.13%+10.6pp |
| Employer contribution / active EE | $1,104 | $1,840-40.0% | $2,370-53.4% | $1,974-44.0% |
| Participant deferral / active EE | $3,308 | $3,448-4.1% | $3,550-6.8% | $3,061+8.1% |
| Admin fee / account holder | $147 | $91+61.0% | $5,586-97.4% | $95+55.2% |