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 FINANCIAL6 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $36,112 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$8,508 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,321 | $84,487-18.0% | $125,339-44.7% | $66,914+3.6% |
| Participation rate | 73.3% | 76.4%-3.1pp | 82.4%-9.1pp | 69.8%+3.5pp |
| Annual return | -15.97% | -8.39%-7.6pp | 572.05%-588.0pp | 1.58%-17.5pp |
| Employer contribution / active EE | $1,412 | $3,553-60.3% | $4,814-70.7% | $2,544-44.5% |
| Participant deferral / active EE | $7,574 | $6,781+11.7% | $7,446+1.7% | $4,237+78.8% |
| Admin fee / account holder | $153 | $685-77.6% | $10,010-98.5% | $593-74.2% |