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 FINANCIAL3 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $19,497 |
Service code 37 · EIN 04-2647786 | Loan Processing | $17,038 |
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 | $43,170 | $73,638-41.4% | $95,952-55.0% | $73,488-41.3% |
| Participation rate | 98.5% | 76.2%+22.3pp | 77.1%+21.4pp | 70.7%+27.8pp |
| Annual return | 16.39% | 16.78%-0.4pp | 91.61%-75.2pp | 28.51%-12.1pp |
| Employer contribution / active EE | $924 | $1,863-50.4% | $2,541-63.6% | $2,270-59.3% |
| Participant deferral / active EE | $3,881 | $3,617+7.3% | $4,167-6.9% | $3,740+3.8% |
| Admin fee / account holder | $160 | $482-66.9% | $6,795-97.7% | $513-68.9% |