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 - RPCP Service code 26 · EIN 04-3046611 8161 MAPLE LAWN BLVD · FULTON, MD 20759 | Advisory (Participants) | $33,995 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $50,799 | $54,573-6.9% | $90,951-44.1% | $73,488-30.9% |
| Participation rate | 62.7% | 61.2%+1.5pp | 69.0%-6.3pp | 70.7%-8.0pp |
| Annual return | 12.59% | 16.69%-4.1pp | 134.60%-122.0pp | 28.51%-15.9pp |
| Employer contribution / active EE | $546 | $991-44.9% | $2,122-74.3% | $2,270-75.9% |
| Participant deferral / active EE | $3,458 | $2,517+37.4% | $3,373+2.5% | $3,740-7.5% |
| Admin fee / account holder | $25 | $521-95.2% | $5,959-99.6% | $513-95.1% |