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 LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $19,109 |
Service code 37 · EIN 04-2647786 | Loan Processing | $8,515 |
Annual investment return 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 | $28,661 | $59,186-51.6% | $76,768-62.7% | $56,287-49.1% |
| Participation rate | 96.0% | 75.2%+20.8pp | 77.0%+19.1pp | 69.9%+26.2pp |
| Annual return | -7.26% | 6.62%-13.9pp | 2.43%-9.7pp | -9.96%+2.7pp |
| Employer contribution / active EE | $1,130 | $1,759-35.8% | $2,485-54.5% | $2,111-46.5% |
| Participant deferral / active EE | $3,097 | $3,255-4.8% | $3,852-19.6% | $3,350-7.5% |
| Admin fee / account holder | $122 | $489-75.0% | $6,675-98.2% | $521-76.5% |