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 FINANCIAL3 years Filed as: LPL FINANCIAL LLC Service code 55 · EIN 04-3046611 | Other Commissions | $22,236 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,056 |
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 | $59,451 | $79,523-25.2% | $140,016-57.5% | $56,287+5.6% |
| Participation rate | 100.0% | 85.7%+14.3pp | 87.5%+12.5pp | 69.9%+30.1pp |
| Annual return | 8.42% | 2.39%+6.0pp | 651.12%-642.7pp | -9.96%+18.4pp |
| Employer contribution / active EE | $4,867 | $3,350+45.3% | $5,606-13.2% | $2,111+130.6% |
| Participant deferral / active EE | $4,560 | $5,129-11.1% | $6,927-34.2% | $3,350+36.1% |
| Admin fee / account holder | $16 | $614-97.3% | $10,705-99.8% | $521-96.8% |