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 9-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 - RPCP Service code 26 · EIN 04-3046611 | Advisory (Participants) | $29,548 |
Employer contribution per participant 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 | $52,492 | $55,449-5.3% | $83,848-37.4% | $56,287-6.7% |
| Participation rate | 93.0% | 68.0%+25.0pp | 76.1%+16.8pp | 69.9%+23.1pp |
| Annual return | -6.77% | -1.38%-5.4pp | 850.88%-857.7pp | -9.96%+3.2pp |
| Employer contribution / active EE | $504 | $2,430-79.3% | $3,631-86.1% | $2,111-76.1% |
| Participant deferral / active EE | $3,182 | $2,935+8.4% | $4,082-22.0% | $3,350-5.0% |
| Admin fee / account holder | $189 | $656-71.2% | $5,478-96.5% | $521-63.7% |