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 FINANCIAL4 years Filed as: LPL FINANCIAL LLC Service code 26 · EIN 04-3046611 | Advisory (Participants) | $15,298 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,970 | $61,156-73.9% | $185,823-91.4% | $79,386-79.9% |
| Participation rate | 80.6% | 66.6%+14.0pp | 81.7%-1.1pp | 70.7%+9.9pp |
| Annual return | 28.56% | 19.45%+9.1pp | 122.05%-93.5pp | 116.85%-88.3pp |
| Employer contribution / active EE | $678 | $2,321-70.8% | $5,167-86.9% | $2,427-72.1% |
| Participant deferral / active EE | $1,379 | $2,789-50.5% | $5,568-75.2% | $4,046-65.9% |
| Admin fee / account holder | $118 | $710-83.4% | $16,237-99.3% | $626-81.2% |