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 27 · EIN 95-2834236 | Advisory (Plan) | $20,038 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $36,795 | $62,928-41.5% | $172,739-78.7% | $67,579-45.6% |
| Participation rate | 28.1% | 64.5%-36.4pp | 82.6%-54.6pp | 71.3%-43.2pp |
| Annual return | 13.62% | 30.36%-16.7pp | 802.84%-789.2pp | 378.56%-364.9pp |
| Employer contribution / active EE | $370 | $1,636-77.4% | $5,143-92.8% | $2,148-82.8% |
| Participant deferral / active EE | $861 | $2,145-59.9% | $5,198-83.4% | $3,539-75.7% |
| Admin fee / account holder | $129 | $167-22.6% | $13,954-99.1% | $142-9.4% |