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 FINANCIAL5 years Filed as: LPL FINANCIAL, LLC Service code 27 · EIN 95-2834236 | Advisory (Plan) | $26,462 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,977 | $56,485-13.3% | $185,823-73.6% | $86,799-43.6% |
| Participation rate | 28.7% | 65.5%-36.8pp | 81.7%-53.0pp | 72.3%-43.6pp |
| Annual return | 10.37% | 118.04%-107.7pp | 122.05%-111.7pp | 97.91%-87.5pp |
| Employer contribution / active EE | $433 | $1,843-76.5% | $5,167-91.6% | $2,405-82.0% |
| Participant deferral / active EE | $1,005 | $2,553-60.6% | $5,568-81.9% | $4,131-75.7% |
| Admin fee / account holder | $171 | $150+14.1% | $16,237-98.9% | $170+0.6% |