Filed April 7, 2021
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 FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 26 · EIN 04-3046611 | Advisory (Participants) | $25,698 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $6,371 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,081 | $102,553-27.8% | $151,611-51.1% | $66,914+10.7% |
| Participation rate | 78.7% | 85.5%-6.8pp | 87.5%-8.8pp | 69.8%+8.9pp |
| Annual return | -13.80% | -10.82%-3.0pp | 3.33%-17.1pp | 1.58%-15.4pp |
| Employer contribution / active EE | $2,028 | $4,180-51.5% | $6,166-67.1% | $2,544-20.3% |
| Participant deferral / active EE | $3,896 | $6,641-41.3% | $8,363-53.4% | $4,237-8.0% |
| Admin fee / account holder | $271 | $630-56.9% | $11,616-97.7% | $593-54.2% |