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 FINANCIAL7 years Filed as: LPL FINANCIAL, LLC Service code 27 · EIN 95-2834236 | Advisory (Plan) | $25,972 |
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 | $44,487 | $47,126-5.6% | $149,673-70.3% | $74,419-40.2% |
| Participation rate | 30.8% | 63.4%-32.6pp | 78.8%-47.9pp | 70.7%-39.9pp |
| Annual return | 12.03% | 22.75%-10.7pp | 134.42%-122.4pp | 34.38%-22.4pp |
| Employer contribution / active EE | $464 | $1,905-75.6% | $4,818-90.4% | $2,637-82.4% |
| Participant deferral / active EE | $1,018 | $2,728-62.7% | $5,680-82.1% | $4,528-77.5% |
| Admin fee / account holder | $179 | $343-47.9% | $13,210-98.6% | $348-48.7% |