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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $29,936 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $8,438 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,296 | $78,419-15.5% | $133,956-50.5% | $73,409-9.7% |
| Participation rate | 88.4% | 78.6%+9.8pp | 79.8%+8.5pp | 72.2%+16.2pp |
| Annual return | 12.16% | 33.35%-21.2pp | 45.09%-32.9pp | 59.29%-47.1pp |
| Employer contribution / active EE | $805 | $2,044-60.6% | $3,919-79.4% | $2,234-63.9% |
| Participant deferral / active EE | $2,324 | $3,925-40.8% | $5,048-54.0% | $3,805-38.9% |
| Admin fee / account holder | $98 | $161-39.2% | $8,927-98.9% | $158-37.8% |