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 Service code 55 · EIN 04-3046611 | Other Commissions | $16,629 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,131 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,275 | $65,435-38.5% | $86,677-53.5% | $66,914-39.8% |
| Participation rate | 89.1% | 75.5%+13.7pp | 76.6%+12.6pp | 69.8%+19.3pp |
| Annual return | -17.01% | -10.89%-6.1pp | 35.91%-52.9pp | 1.58%-18.6pp |
| Employer contribution / active EE | $3,159 | $2,153+46.7% | $2,836+11.4% | $2,544+24.2% |
| Participant deferral / active EE | $3,913 | $4,100-4.6% | $4,656-15.9% | $4,237-7.6% |
| Admin fee / account holder | $7 | $642-98.9% | $7,493-99.9% | $593-98.8% |