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 9-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 CORPORATION Service code 27 · EIN 04-3046611 | Advisory (Plan) | $13,026 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $12,102 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,013 | $50,199-58.1% | $70,092-70.0% | $66,914-68.6% |
| Participation rate | 86.6% | 66.3%+20.2pp | 70.5%+16.1pp | 69.8%+16.8pp |
| Annual return | -23.21% | -13.85%-9.4pp | 190.73%-213.9pp | 1.58%-24.8pp |
| Employer contribution / active EE | $1,501 | $1,864-19.5% | $2,559-41.3% | $2,544-41.0% |
| Participant deferral / active EE | $5,153 | $3,112+65.6% | $3,849+33.9% | $4,237+21.6% |
| Admin fee / account holder | $181 | $600-69.9% | $6,267-97.1% | $593-69.5% |