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 LLC Service code 55 · EIN 04-3046611 | Other Commissions | $11,607 |
Service code 37 · EIN 04-2647786 | Loan Processing | $675 |
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 | $98,578 | $57,065+72.7% | $75,670+30.3% | $70,131+40.6% |
| Participation rate | 87.7% | 68.1%+19.6pp | 72.3%+15.3pp | 69.5%+18.1pp |
| Annual return | 17.19% | 23.57%-6.4pp | 27.34%-10.2pp | 73.14%-56.0pp |
| Employer contribution / active EE | $1,223 | $1,817-32.6% | $2,352-48.0% | $2,342-47.8% |
| Participant deferral / active EE | $4,629 | $2,580+79.5% | $3,142+47.3% | $3,332+39.0% |
| Admin fee / account holder | $7 | $3,825-99.8% | $5,800-99.9% | $4,645-99.8% |