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 12 · EIN 13-3689044 | Distribution (12b-1) fees; Participan... | $119,797 |
LPL FINANCIAL2 years Service code 16 | Consulting | $20,729 |
CHARLES SCHWAB & CO., INC.3+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $203 |
LPL FINANCIAL3+ years Filed as: LPL FINANCIAL CORP Service code 16 4707 EXECUTIVE DR · SAN DIEGO, CA 92121 | Consulting | $0 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $16,398 | $44,989-63.6% | $170,442-90.4% | $77,958-79.0% |
| Participation rate | 100.0% | 64.6%+35.4pp | 83.6%+16.4pp | 71.6%+28.4pp |
| Annual return | 15.49% | 19.61%-4.1pp | 205.93%-190.4pp | 20.87%-5.4pp |
| Employer contribution / active EE | $341 | $1,466-76.7% | $5,433-93.7% | $2,310-85.2% |
| Participant deferral / active EE | $2,339 | $2,208+6.0% | $4,939-52.6% | $3,537-33.9% |
| Admin fee / account holder | $48 | $69-30.9% | $13,880-99.7% | $97-51.0% |