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 FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 55 · EIN 95-2834236 | Other Commissions | $8,842 |
INFINEX INVESTMENTS INC2+ years Service code 55 538 PRESTON AVE · MERIDEN, CT 06450 | Other Commissions | $5,906 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,306 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $43,286 | $74,089-41.6% | $133,980-67.7% | $55,167-21.5% |
| Participation rate | 90.2% | 84.3%+6.0pp | 87.1%+3.2pp | 69.0%+21.3pp |
| Annual return | 8.38% | 12.11%-3.7pp | 29.30%-20.9pp | 169.23%-160.8pp |
| Employer contribution / active EE | $0 | $3,064-100.0% | $5,211-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $3,842 | $4,678-17.9% | $6,282-38.8% | $3,054+25.8% |
| Admin fee / account holder | $7 | $458-98.4% | $9,324-99.9% | $504-98.6% |