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 |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $39,105 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL, LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $16,704 |
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 | $130,079 | $63,924+103.5% | $108,579+19.8% | $55,167+135.8% |
| Participation rate | 76.4% | 74.3%+2.0pp | 79.6%-3.2pp | 69.0%+7.4pp |
| Annual return | 8.77% | 15.31%-6.5pp | -51.70%+60.5pp | 169.23%-160.5pp |
| Employer contribution / active EE | $1,345 | $1,879-28.4% | $3,758-64.2% | $1,963-31.5% |
| Participant deferral / active EE | $3,766 | $3,067+22.8% | $4,311-12.6% | $3,054+23.3% |
| Admin fee / account holder | $279 | $618-54.8% | $7,645-96.3% | $504-44.6% |