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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $36,300 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $12,651 |
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 | $94,833 | $58,879+61.1% | $178,490-46.9% | $73,488+29.0% |
| Participation rate | 71.1% | 66.2%+4.9pp | 81.9%-10.8pp | 70.7%+0.5pp |
| Annual return | 15.68% | 24.86%-9.2pp | 151.07%-135.4pp | 28.51%-12.8pp |
| Employer contribution / active EE | $2,634 | $2,236+17.8% | $5,011-47.4% | $2,270+16.0% |
| Participant deferral / active EE | $4,677 | $2,567+82.2% | $5,202-10.1% | $3,740+25.1% |
| Admin fee / account holder | $263 | $400-34.3% | $13,984-98.1% | $513-48.7% |