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 FINANCIAL6 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $83,475 |
Service code 37 · EIN 04-2647786 | Loan Processing | $33,196 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,031 | $106,236-59.5% | $112,228-61.7% | $64,808-33.6% |
| Participation rate | 94.8% | 71.7%+23.1pp | 75.1%+19.7pp | 71.5%+23.3pp |
| Annual return | -16.31% | -6.02%-10.3pp | 27.45%-43.8pp | 32.82%-49.1pp |
| Employer contribution / active EE | $1,019 | $3,166-67.8% | $3,635-72.0% | $2,506-59.3% |
| Participant deferral / active EE | $5,760 | $3,785+52.2% | $4,728+21.8% | $4,310+33.6% |
| Admin fee / account holder | $97 | $452-78.4% | $6,410-98.5% | $188-48.1% |