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 Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $25,915 |
Service code 37 · EIN 04-2647786 | Loan Processing | $10,249 |
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 | $41,106 | $65,376-37.1% | $87,100-52.8% | $65,185-36.9% |
| Participation rate | 97.4% | 75.3%+22.1pp | 76.9%+20.6pp | 70.2%+27.2pp |
| Annual return | 31.32% | 31.27%0pp | 28.19%+3.1pp | 29.38%+1.9pp |
| Employer contribution / active EE | $1,343 | $1,822-26.3% | $2,521-46.7% | $2,177-38.3% |
| Participant deferral / active EE | $3,734 | $3,388+10.2% | $4,049-7.8% | $3,514+6.3% |
| Admin fee / account holder | $163 | $520-68.7% | $7,497-97.8% | $847-80.8% |