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 FINANCIAL4+ years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $23,257 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,594 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,814 | $76,050+37.8% | $96,544+8.6% | $71,457+46.7% |
| Participation rate | 93.3% | 74.4%+18.9pp | 76.0%+17.3pp | 67.9%+25.4pp |
| Annual return | 21.36% | 22.81%-1.4pp | 25.84%-4.5pp | 28.85%-7.5pp |
| Employer contribution / active EE | $6,614 | $2,244+194.7% | $2,965+123.1% | $2,588+155.6% |
| Participant deferral / active EE | $19,219 | $4,215+355.9% | $4,851+296.2% | $4,289+348.1% |
| Admin fee / account holder | $122 | $2,707-95.5% | $8,252-98.5% | $1,587-92.3% |