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 27 1 BEACON ST FL 22 · BOSTON, MA 021083107 | Advisory (Plan) | $39,484 |
CPI QUALIFIED PLAN CONSULTANTS, INC10+ years Service code 15 · EIN 48-1205033 | Recordkeeping | $8,600 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,060 | $36,981-48.5% | $69,701-72.7% | $77,671-75.5% |
| Participation rate | 84.6% | 64.2%+20.4pp | 66.4%+18.2pp | 70.6%+14.0pp |
| Annual return | 16.04% | 29.30%-13.3pp | 100.32%-84.3pp | 31.21%-15.2pp |
| Employer contribution / active EE | $869 | $1,267-31.4% | $1,713-49.3% | $2,726-68.1% |
| Participant deferral / active EE | $1,794 | $2,750-34.8% | $2,887-37.9% | $4,648-61.4% |
| Admin fee / account holder | $107 | $511-79.0% | $4,717-97.7% | $430-75.1% |