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 27 · EIN 04-3046611 | Advisory (Plan) | $40,404 |
Service code 37 · EIN 04-2647786 | Loan Processing | $22,975 |
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 | $32,095 | $60,545-47.0% | $92,233-65.2% | $69,631-53.9% |
| Participation rate | 98.9% | 72.2%+26.7pp | 76.5%+22.4pp | 70.7%+28.2pp |
| Annual return | 21.54% | 19.71%+1.8pp | 176.28%-154.7pp | 27571.02%-27549.5pp |
| Employer contribution / active EE | $1,083 | $2,633-58.9% | $3,679-70.6% | $2,032-46.7% |
| Participant deferral / active EE | $3,320 | $2,828+17.4% | $3,897-14.8% | $3,224+3.0% |
| Admin fee / account holder | $57 | $145-60.9% | $5,194-98.9% | $110-48.8% |