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 55 · EIN 95-2834236 | Other Commissions | $17,842 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,725 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $101,693 | $51,466+97.6% | $78,778+29.1% | $62,292+63.3% |
| Participation rate | 48.1% | 59.8%-11.7pp | 69.2%-21.1pp | 69.5%-21.4pp |
| Annual return | 15.56% | 19.96%-4.4pp | 35.62%-20.1pp | 28.90%-13.3pp |
| Employer contribution / active EE | $555 | $827-32.9% | $1,986-72.0% | $2,042-72.8% |
| Participant deferral / active EE | $2,549 | $2,147+18.7% | $2,958-13.8% | $3,169-19.6% |
| Admin fee / account holder | $21 | $489-95.8% | $5,134-99.6% | $479-95.7% |