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 FINANCIAL3 years Filed as: LPL FINANCIAL RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $34,023 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,091 | $55,415-9.6% | $155,509-67.8% | $74,495-32.8% |
| Participation rate | 95.0% | 61.9%+33.1pp | 78.2%+16.8pp | 67.2%+27.8pp |
| Annual return | 12.18% | 268.50%-256.3pp | 64.67%-52.5pp | 1364.94%-1352.8pp |
| Employer contribution / active EE | $5,107 | $2,267+125.3% | $4,672+9.3% | $2,623+94.7% |
| Participant deferral / active EE | $5,181 | $2,836+82.7% | $5,626-7.9% | $4,346+19.2% |
| Admin fee / account holder | $143 | $1,738-91.8% | $15,912-99.1% | $1,942-92.6% |