Filed July 7, 2021
Total covered: 12 employees
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 FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 95-2834236 | Advisory (Plan) | $24,234 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,850 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,754 | $55,453-13.9% | $170,442-72.0% | $62,292-23.3% |
| Participation rate | 83.0% | 66.4%+16.6pp | 83.6%-0.6pp | 69.5%+13.5pp |
| Annual return | 17.68% | 21.38%-3.7pp | 205.93%-188.2pp | 28.90%-11.2pp |
| Employer contribution / active EE | $2,096 | $2,164-3.1% | $5,433-61.4% | $2,042+2.6% |
| Participant deferral / active EE | $4,192 | $2,303+82.0% | $4,939-15.1% | $3,169+32.3% |
| Admin fee / account holder | $119 | $455-73.8% | $13,880-99.1% | $479-75.2% |