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 FINANCIAL2 years Service code 26 · EIN 04-3046611 | Advisory (Participants) | $11,210 |
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 | $70,925 | $66,302+7.0% | $110,238-35.7% | $56,287+26.0% |
| Participation rate | 72.6% | 74.9%-2.3pp | 79.8%-7.2pp | 69.9%+2.8pp |
| Annual return | -5.50% | -1.18%-4.3pp | 314.74%-320.2pp | -9.96%+4.5pp |
| Employer contribution / active EE | $973 | $2,047-52.5% | $3,826-74.6% | $2,111-53.9% |
| Participant deferral / active EE | $3,974 | $3,381+17.5% | $4,672-14.9% | $3,350+18.6% |
| Admin fee / account holder | $210 | $698-69.9% | $8,547-97.5% | $521-59.6% |