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 49 · EIN 95-2834236 | Other Services | $7,978 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $3,542 |
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 | $32,255 | $37,426-13.8% | $77,482-58.4% | $79,858-59.6% |
| Participation rate | 44.2% | 41.5%+2.7pp | 54.2%-10.0pp | 69.6%-25.4pp |
| Annual return | 11.07% | 39.70%-28.6pp | 54.79%-43.7pp | 31.71%-20.6pp |
| Employer contribution / active EE | $249 | $637-60.9% | $986-74.8% | $2,471-89.9% |
| Participant deferral / active EE | $1,659 | $1,260+31.7% | $1,861-10.9% | $3,740-55.6% |
| Admin fee / account holder | $72 | $2,504-97.1% | $2,858-97.5% | $5,306-98.6% |