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 | $53,872 |
LPL FINANCIAL4 years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $18,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,814 | $55,472-6.6% | $155,567-66.7% | $74,546-30.5% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 14.83% | 268.72%-253.9pp | 64.74%-49.9pp | 1366.03%-1351.2pp |
| Employer contribution / active EE | $2,457 | $2,269+8.3% | $4,674-47.4% | $2,624-6.4% |
| Participant deferral / active EE | $4,349 | $2,838+53.2% | $5,628-22.7% | $4,3470% |
| Admin fee / account holder | $298 | $1,743-82.9% | $15,916-98.1% | $1,944-84.7% |