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 |
|---|---|---|
Service code 49 | Other Services | $7,352 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $6,751 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $0 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $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 | $55,789 | $52,279+6.7% | $89,391-37.6% | $79,858-30.1% |
| Participation rate | 24.3% | 57.5%-33.3pp | 68.0%-43.7pp | 69.6%-45.3pp |
| Annual return | 15.42% | 22.16%-6.7pp | 245.62%-230.2pp | 31.71%-16.3pp |
| Employer contribution / active EE | $697 | $1,572-55.7% | $2,586-73.1% | $2,471-71.8% |
| Participant deferral / active EE | $1,716 | $2,740-37.4% | $3,890-55.9% | $3,740-54.1% |
| Admin fee / account holder | $217 | $3,356-93.5% | $4,881-95.6% | $5,306-95.9% |