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 FINANCIAL4 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $63,601 |
Service code 37 · EIN 04-2647786 | Loan Processing | $18,027 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,811 | $81,719-47.6% | $101,248-57.7% | $90,288-52.6% |
| Participation rate | 95.5% | 80.7%+14.8pp | 75.8%+19.7pp | 73.4%+22.2pp |
| Annual return | 15.99% | 337.64%-321.6pp | 46.47%-30.5pp | 53.97%-38.0pp |
| Employer contribution / active EE | $1,326 | $3,622-63.4% | $3,660-63.8% | $2,524-47.5% |
| Participant deferral / active EE | $4,906 | $3,310+48.3% | $4,370+12.3% | $4,232+15.9% |
| Admin fee / account holder | $65 | $162-59.6% | $5,945-98.9% | $114-42.6% |