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 FINANCIAL2 years Filed as: LPL FINANCIAL LLC - RPCP Service code 26 · EIN 04-3046611 | Advisory (Participants) | $30,406 |
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 | $56,215 | $63,114-10.9% | $92,893-39.5% | $65,185-13.8% |
| Participation rate | 99.5% | 68.8%+30.7pp | 76.0%+23.5pp | 70.2%+29.3pp |
| Annual return | 21.89% | 28.75%-6.9pp | 109.41%-87.5pp | 29.38%-7.5pp |
| Employer contribution / active EE | $810 | $2,571-68.5% | $3,653-77.8% | $2,177-62.8% |
| Participant deferral / active EE | $3,875 | $3,108+24.7% | $4,236-8.5% | $3,514+10.3% |
| Admin fee / account holder | $295 | $624-52.7% | $5,794-94.9% | $847-65.2% |