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 LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $7,161 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $3,514 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $96,691 | $63,346+52.6% | $92,233+4.8% | $70,131+37.9% |
| Participation rate | 95.5% | 68.7%+26.8pp | 76.5%+19.0pp | 69.5%+26.0pp |
| Annual return | 17.28% | 530.12%-512.8pp | 176.28%-159.0pp | 73.14%-55.9pp |
| Employer contribution / active EE | $2,874 | $2,471+16.3% | $3,679-21.9% | $2,342+22.7% |
| Participant deferral / active EE | $5,745 | $2,854+101.3% | $3,897+47.4% | $3,332+72.4% |
| Admin fee / account holder | $41 | $3,840-98.9% | $5,194-99.2% | $4,645-99.1% |