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 FINANCIAL3+ years Filed as: LPL FINANCIAL LLC Service code 55 · EIN 04-3046611 | Other Commissions | $20,754 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,375 |
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 | $94,892 | $42,548+123.0% | $74,550+27.3% | $56,287+68.6% |
| Participation rate | 51.0% | 60.5%-9.5pp | 69.1%-18.1pp | 69.9%-18.8pp |
| Annual return | -4.89% | 12.40%-17.3pp | 32.53%-37.4pp | -9.96%+5.1pp |
| Employer contribution / active EE | $616 | $855-27.9% | $1,961-68.6% | $2,111-70.8% |
| Participant deferral / active EE | $3,148 | $2,277+38.3% | $3,108+1.3% | $3,350-6.0% |
| Admin fee / account holder | $15 | $467-96.7% | $5,060-99.7% | $521-97.0% |