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 | $36,806-48.2% | $69,647-72.6% | $77,643-75.5% |
| Participation rate | 84.6% | 64.4%+20.2pp | 66.5%+18.2pp | 70.6%+14.0pp |
| Annual return | 16.04% | 38.81%-22.8pp | 100.48%-84.4pp | 31.24%-15.2pp |
| Employer contribution / active EE | $869 | $1,257-30.9% | $1,712-49.3% | $2,726-68.1% |
| Participant deferral / active EE | $1,794 | $2,738-34.5% | $2,886-37.8% | $4,647-61.4% |
| Admin fee / account holder | $107 | $507-78.8% | $4,713-97.7% | $430-75.1% |