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 FINANCIAL1 year Filed as: LPL FINANCIAL RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $24,665 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,120 | $65,061-19.9% | $143,757-63.7% | $66,914-22.1% |
| Participation rate | 92.5% | 65.2%+27.3pp | 80.3%+12.2pp | 69.8%+22.7pp |
| Annual return | -15.97% | -11.14%-4.8pp | -0.04%-15.9pp | 1.58%-17.6pp |
| Employer contribution / active EE | $6,315 | $2,361+167.5% | $4,951+27.5% | $2,544+148.2% |
| Participant deferral / active EE | $4,958 | $2,919+69.9% | $5,637-12.0% | $4,237+17.0% |
| Admin fee / account holder | $176 | $502-65.0% | $14,673-98.8% | $593-70.4% |