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 6-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 FINANCIAL3+ years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $19,369 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,381 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,030 | $65,435+13.1% | $86,677-14.6% | $66,914+10.6% |
| Participation rate | 94.8% | 75.5%+19.4pp | 76.6%+18.3pp | 69.8%+25.0pp |
| Annual return | -17.95% | -10.89%-7.1pp | 35.91%-53.9pp | 1.58%-19.5pp |
| Employer contribution / active EE | $5,048 | $2,153+134.5% | $2,836+78.0% | $2,544+98.4% |
| Participant deferral / active EE | $13,683 | $4,100+233.7% | $4,656+193.9% | $4,237+223.0% |
| Admin fee / account holder | $99 | $642-84.6% | $7,493-98.7% | $593-83.3% |