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 27 · EIN 95-2834236 | Advisory (Plan) | $19,285 |
Service code 12 · EIN 48-1205033 | Direct payment from the plan; Claims ... | $2,026 |
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 | $33,448 | $37,196-10.1% | $154,107-78.3% | $55,725-40.0% |
| Participation rate | 24.4% | 64.1%-39.7pp | 83.0%-58.7pp | 70.9%-46.5pp |
| Annual return | -5.83% | 1319.68%-1325.5pp | 735.12%-741.0pp | 244.93%-250.8pp |
| Employer contribution / active EE | $316 | $1,614-80.4% | $5,298-94.0% | $2,078-84.8% |
| Participant deferral / active EE | $772 | $2,068-62.7% | $5,081-84.8% | $3,356-77.0% |
| Admin fee / account holder | $131 | $102+28.7% | $13,411-99.0% | $115+13.5% |