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 LLC Service code 55 · EIN 04-3046611 | Other Commissions | $21,310 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,219 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,523 | $79,171-32.4% | $102,423-47.7% | $74,495-28.2% |
| Participation rate | 89.4% | 74.8%+14.6pp | 76.5%+13.0pp | 67.2%+22.2pp |
| Annual return | 16.43% | 54.93%-38.5pp | 29.32%-12.9pp | 1364.94%-1348.5pp |
| Employer contribution / active EE | $3,373 | $2,362+42.8% | $3,023+11.6% | $2,623+28.6% |
| Participant deferral / active EE | $4,096 | $4,415-7.2% | $5,053-18.9% | $4,346-5.7% |
| Admin fee / account holder | $6 | $2,001-99.7% | $9,451-99.9% | $1,942-99.7% |