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+ years Filed as: LPL FINANCIAL LLC Service code 55 · EIN 95-2834236 | Other Commissions | $10,304 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,188 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $16,727 | $30,599-45.3% | $74,583-77.6% | $57,658-71.0% |
| Participation rate | 61.0% | 49.1%+11.9pp | 68.1%-7.1pp | 70.2%-9.2pp |
| Annual return | 22.96% | 14.24%+8.7pp | 20.47%+2.5pp | 5.13%+17.8pp |
| Employer contribution / active EE | $929 | $1,000-7.1% | $2,525-63.2% | $1,974-52.9% |
| Participant deferral / active EE | $2,043 | $1,805+13.2% | $3,458-40.9% | $3,061-33.2% |
| Admin fee / account holder | $4 | $98-96.1% | $4,138-99.9% | $95-96.0% |