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 FINANCIAL5+ years Filed as: LPL FINANCIAL LLC Service code 55 · EIN 04-3046611 | Other Commissions | $16,855 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,806 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $46,360 | $29,516+57.1% | $77,482-40.2% | $90,288-48.7% |
| Participation rate | 11.9% | 33.7%-21.7pp | 54.2%-42.2pp | 73.4%-61.4pp |
| Annual return | 17.06% | 231.18%-214.1pp | 54.79%-37.7pp | 53.97%-36.9pp |
| Employer contribution / active EE | $0 | $381-100.0% | $986-100.0% | $2,524-100.0% |
| Participant deferral / active EE | $329 | $944-65.1% | $1,861-82.3% | $4,232-92.2% |
| Admin fee / account holder | $16 | $106-85.4% | $2,858-99.5% | $114-86.4% |