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 | $42,532 |
Service code 37 · EIN 04-2647786 | Loan Processing | $269 |
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 | $171,531 | $99,957+71.6% | $149,696+14.6% | $73,488+133.4% |
| Participation rate | 91.0% | 75.7%+15.3pp | 82.5%+8.5pp | 70.7%+20.3pp |
| Annual return | 19.36% | 53.87%-34.5pp | 276.60%-257.2pp | 28.51%-9.1pp |
| Employer contribution / active EE | $1,822 | $3,191-42.9% | $4,644-60.8% | $2,270-19.7% |
| Participant deferral / active EE | $10,610 | $6,073+74.7% | $6,842+55.1% | $3,740+183.7% |
| Admin fee / account holder | $2 | $551-99.7% | $9,309-100.0% | $513-99.7% |