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 FINANCIAL2+ years Filed as: LPL FINANCIAL CORPORATION Service code 26 4707 EXECUTIVE DRIVE · SAN DIEGO, CA 92121 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $33,820 | $80,177-57.8% | $123,892-72.7% | $57,658-41.3% |
| Participation rate | 43.7% | 74.4%-30.8pp | 81.4%-37.7pp | 70.2%-26.5pp |
| Annual return | 8.94% | 17.90%-9.0pp | 47.52%-38.6pp | 5.13%+3.8pp |
| Employer contribution / active EE | $1,104 | $2,913-62.1% | $4,617-76.1% | $1,974-44.1% |
| Participant deferral / active EE | $2,126 | $5,130-58.6% | $5,984-64.5% | $3,061-30.5% |
| Admin fee / account holder | $2 | $106-97.7% | $8,357-100.0% | $95-97.4% |