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 FINANCIAL2 years Filed as: LPL FINANCIAL RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $27,903 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,440 | $61,272-11.1% | $149,673-63.6% | $71,457-23.8% |
| Participation rate | 94.4% | 62.5%+31.9pp | 78.8%+15.6pp | 67.9%+26.5pp |
| Annual return | 16.66% | 35.85%-19.2pp | 134.42%-117.8pp | 28.85%-12.2pp |
| Employer contribution / active EE | $6,485 | $2,378+172.7% | $4,818+34.6% | $2,588+150.6% |
| Participant deferral / active EE | $4,547 | $2,917+55.9% | $5,680-19.9% | $4,289+6.0% |
| Admin fee / account holder | $153 | $1,261-87.9% | $13,210-98.8% | $1,587-90.4% |