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 FINANCIAL6+ years Filed as: LPL FINANCIAL LLC Service code 99 PO BOX 502533 · SAN DIEGO, CA 921502533 | Other Fees | $24,441 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $6,159 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $32,755 | $78,419-58.2% | $133,956-75.5% | $73,409-55.4% |
| Participation rate | 87.4% | 78.6%+8.8pp | 79.8%+7.5pp | 72.2%+15.2pp |
| Annual return | 14.74% | 33.35%-18.6pp | 45.09%-30.3pp | 59.29%-44.5pp |
| Employer contribution / active EE | $411 | $2,044-79.9% | $3,919-89.5% | $2,234-81.6% |
| Participant deferral / active EE | $2,136 | $3,925-45.6% | $5,048-57.7% | $3,805-43.9% |
| Admin fee / account holder | $91 | $161-43.4% | $8,927-99.0% | $158-42.1% |