Filed May 11, 2021
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 year Filed as: LPL FINANCIAL LLP Service code 26 · EIN 04-3046611 | Advisory (Participants) | $32,227 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $654 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $86,813 | $80,753+7.5% | $136,294-36.3% | $62,292+39.4% |
| Participation rate | 82.6% | 73.5%+9.1pp | 81.9%+0.7pp | 69.5%+13.1pp |
| Annual return | 16.23% | 35.83%-19.6pp | 5155.94%-5139.7pp | 28.90%-12.7pp |
| Employer contribution / active EE | $170 | $2,884-94.1% | $4,695-96.4% | $2,042-91.7% |
| Participant deferral / active EE | $7,672 | $5,164+48.6% | $6,247+22.8% | $3,169+142.1% |
| Admin fee / account holder | $174 | $525-66.8% | $9,243-98.1% | $479-63.6% |