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 49 · EIN 95-2834236 | Other Services | $7,906 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $3,469 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $31,991 | $31,679+1.0% | $74,701-57.2% | $65,185-50.9% |
| Participation rate | 23.9% | 40.4%-16.5pp | 54.5%-30.6pp | 70.2%-46.3pp |
| Annual return | 20.56% | 39.04%-18.5pp | 752.92%-732.4pp | 29.38%-8.8pp |
| Employer contribution / active EE | $351 | $566-38.0% | $1,084-67.6% | $2,177-83.9% |
| Participant deferral / active EE | $867 | $1,191-27.2% | $1,964-55.8% | $3,514-75.3% |
| Admin fee / account holder | $63 | $379-83.4% | $3,333-98.1% | $847-92.6% |