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 9-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: NEXT FINANCIAL GROUP Service code 26 2500 WILCREST DRIVE, SUITE 620 · HOUSTON, TX 77042 | Advisory (Participants) | $23,921 |
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 | $51,861 | $73,102-29.1% | $123,544-58.0% | $56,287-7.9% |
| Participation rate | 94.8% | 74.3%+20.5pp | 82.3%+12.5pp | 69.9%+25.0pp |
| Annual return | -6.03% | 3.01%-9.0pp | 119.20%-125.2pp | -9.96%+3.9pp |
| Employer contribution / active EE | $1,243 | $2,977-58.2% | $4,628-73.1% | $2,111-41.1% |
| Participant deferral / active EE | $5,946 | $5,423+9.6% | $6,426-7.5% | $3,350+77.5% |
| Admin fee / account holder | $120 | $554-78.3% | $9,284-98.7% | $521-77.0% |