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 27 · EIN 95-2834236 | Advisory (Plan) | $27,651 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,950 |
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 | $43,565 | $57,921-24.8% | $84,750-48.6% | $57,658-24.4% |
| Participation rate | 91.0% | 72.9%+18.0pp | 76.6%+14.4pp | 70.2%+20.7pp |
| Annual return | 7.85% | 10.24%-2.4pp | 22.78%-14.9pp | 5.13%+2.7pp |
| Employer contribution / active EE | $1,757 | $2,598-32.4% | $3,574-50.8% | $1,974-11.0% |
| Participant deferral / active EE | $5,052 | $2,742+84.3% | $3,712+36.1% | $3,061+65.1% |
| Admin fee / account holder | $102 | $130-21.6% | $5,332-98.1% | $95+7.5% |