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 55 · EIN 04-3046611 | Other Commissions | $16,785 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,950 |
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 | $54,425 | $89,739-39.4% | $149,718-63.6% | $62,292-12.6% |
| Participation rate | 100.0% | 85.1%+14.9pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 19.85% | 21.01%-1.2pp | 1501.63%-1481.8pp | 28.90%-9.0pp |
| Employer contribution / active EE | $4,659 | $3,233+44.1% | $5,445-14.4% | $2,042+128.1% |
| Participant deferral / active EE | $4,243 | $4,797-11.6% | $6,569-35.4% | $3,169+33.9% |
| Admin fee / account holder | $10 | $551-98.1% | $11,283-99.9% | $479-97.9% |