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 FINANCIAL2+ years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 95-2834236 | Advisory (Plan) | $31,550 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,925 |
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 | $49,297 | $58,726-16.1% | $92,233-46.6% | $62,292-20.9% |
| Participation rate | 95.9% | 68.3%+27.6pp | 76.5%+19.5pp | 69.5%+26.4pp |
| Annual return | 18.53% | 43.62%-25.1pp | 176.28%-157.7pp | 28.90%-10.4pp |
| Employer contribution / active EE | $2,758 | $2,392+15.3% | $3,679-25.0% | $2,042+35.0% |
| Participant deferral / active EE | $5,576 | $2,766+101.6% | $3,897+43.1% | $3,169+75.9% |
| Admin fee / account holder | $110 | $556-80.3% | $5,194-97.9% | $479-77.1% |