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 5-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 FINANCIAL2 years Filed as: LPL FINANCIAL CORPORATION Service code 99 · EIN 04-3046611 | Other Fees | $9,906 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,774 | $73,397-26.7% | $178,014-69.8% | $74,546-27.9% |
| Participation rate | 94.8% | 66.6%+28.2pp | 77.1%+17.7pp | 67.2%+27.6pp |
| Annual return | 22.59% | 17.49%+5.1pp | 294.80%-272.2pp | 1366.03%-1343.4pp |
| Employer contribution / active EE | $5,325 | $2,217+140.1% | $3,950+34.8% | $2,624+102.9% |
| Participant deferral / active EE | $8,002 | $4,512+77.3% | $6,276+27.5% | $4,347+84.1% |
| Admin fee / account holder | $5 | $1,809-99.7% | $10,362-100.0% | $1,944-99.7% |