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 CORPORATION Service code 27 · EIN 95-2834236 | Advisory (Plan) | $14,583 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$3,763 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $192,048 | $80,753+137.8% | $136,294+40.9% | $62,292+208.3% |
| Participation rate | 99.3% | 73.5%+25.8pp | 81.9%+17.4pp | 69.5%+29.8pp |
| Annual return | 15.17% | 35.83%-20.7pp | 5155.94%-5140.8pp | 28.90%-13.7pp |
| Employer contribution / active EE | $22,560 | $2,884+682.3% | $4,695+380.5% | $2,042+1004.7% |
| Participant deferral / active EE | $7,184 | $5,164+39.1% | $6,247+15.0% | $3,169+126.7% |
| Admin fee / account holder | $74 | $525-85.8% | $9,243-99.2% | $479-84.5% |