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 CORPORATION Service code 27 · EIN 95-2834236 | Advisory (Plan) | $0 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $38,188 | $51,244-25.5% | $80,975-52.8% | $55,167-30.8% |
| Participation rate | 76.1% | 71.7%+4.4pp | 75.8%+0.3pp | 69.0%+7.1pp |
| Annual return | 22.52% | 17.39%+5.1pp | 17.10%+5.4pp | 169.23%-146.7pp |
| Employer contribution / active EE | $1,369 | $1,770-22.7% | $3,714-63.1% | $1,963-30.2% |
| Participant deferral / active EE | $2,820 | $4,418-36.2% | $5,696-50.5% | $3,054-7.7% |
| Admin fee / account holder | $287 | $398-27.9% | $5,516-94.8% | $504-43.0% |