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 Service code 22 · EIN 95-2834236 | Insurance Broker | $0 |
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 | $28,220 | $52,681-46.4% | $75,781-62.8% | $59,632-52.7% |
| Participation rate | 90.6% | 67.2%+23.3pp | 75.8%+14.7pp | 68.7%+21.9pp |
| Annual return | 0.27% | 2.95%-2.7pp | 9.68%-9.4pp | 2041.28%-2041.0pp |
| Employer contribution / active EE | $735 | $2,193-66.5% | $3,323-77.9% | $2,203-66.6% |
| Participant deferral / active EE | $5,089 | $2,591+96.4% | $3,651+39.4% | $3,192+59.4% |
| Admin fee / account holder | $4 | $3,610-99.9% | $5,299-99.9% | $4,297-99.9% |