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 27 · EIN 95-2834236 | Advisory (Plan) | $24,244 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,359 | $46,292-6.3% | $143,757-69.8% | $64,808-33.1% |
| Participation rate | 30.1% | 64.2%-34.2pp | 80.3%-50.3pp | 71.5%-41.4pp |
| Annual return | -11.83% | -10.05%-1.8pp | -0.04%-11.8pp | 32.82%-44.6pp |
| Employer contribution / active EE | $427 | $1,910-77.6% | $4,951-91.4% | $2,506-83.0% |
| Participant deferral / active EE | $973 | $2,646-63.2% | $5,637-82.7% | $4,310-77.4% |
| Admin fee / account holder | $162 | $154+5.5% | $14,673-98.9% | $188-13.7% |