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+ years Filed as: LPL FINANCIAL CORPORATION Service code 55 · EIN 95-2834236 | Other Commissions | $22,084 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,233 |
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 | $23,883 | $37,117-35.7% | $147,614-83.8% | $55,191-56.7% |
| Participation rate | 89.7% | 63.6%+26.1pp | 84.6%+5.1pp | 69.2%+20.5pp |
| Annual return | 0.60% | 3.44%-2.8pp | 61.98%-61.4pp | 10.78%-10.2pp |
| Employer contribution / active EE | $1,297 | $1,620-19.9% | $5,564-76.7% | $1,899-31.7% |
| Participant deferral / active EE | $2,438 | $1,985+22.8% | $4,895-50.2% | $3,046-20.0% |
| Admin fee / account holder | $6 | $86-93.1% | $11,611-99.9% | $91-93.5% |