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 FINANCIAL4 years Filed as: LPL FINANCIAL, LLC Service code 27 · EIN 95-2834236 | Advisory (Plan) | $21,556 |
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 | $42,985 | $52,293-17.8% | $178,490-75.9% | $73,409-41.4% |
| Participation rate | 28.7% | 65.3%-36.7pp | 81.9%-53.2pp | 72.2%-43.5pp |
| Annual return | 11.95% | 34.75%-22.8pp | 151.07%-139.1pp | 59.29%-47.3pp |
| Employer contribution / active EE | $377 | $1,735-78.3% | $5,011-92.5% | $2,234-83.1% |
| Participant deferral / active EE | $833 | $2,332-64.3% | $5,202-84.0% | $3,805-78.1% |
| Admin fee / account holder | $144 | $127+12.8% | $13,984-99.0% | $158-9.0% |