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 9-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 FINANCIAL7 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $57,909 |
Service code 37 · EIN 04-2647786 | Loan Processing | $39,642 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,654 | $79,634+35.2% | $183,328-41.3% | $79,634+35.2% |
| Participation rate | 93.0% | 62.5%+30.5pp | 77.3%+15.6pp | 62.5%+30.5pp |
| Annual return | 22.85% | 36.46%-13.6pp | 29.67%-6.8pp | 36.46%-13.6pp |
| Employer contribution / active EE | $5,365 | $2,529+112.1% | $5,055+6.1% | $2,529+112.1% |
| Participant deferral / active EE | $9,614 | $3,835+150.7% | $6,795+41.5% | $3,835+150.7% |
| Admin fee / account holder | $195 | $1,002-80.6% | $21,427-99.1% | $1,002-80.6% |