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 95-2834236 | Other Commissions | $36,628 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,434 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $23,486 | $36,916-36.4% | $156,549-85.0% | $57,658-59.3% |
| Participation rate | 90.5% | 63.4%+27.0pp | 84.0%+6.5pp | 70.2%+20.2pp |
| Annual return | 4.91% | 12.38%-7.5pp | 32.23%-27.3pp | 5.13%-0.2pp |
| Employer contribution / active EE | $1,158 | $1,571-26.3% | $5,501-79.0% | $1,974-41.3% |
| Participant deferral / active EE | $2,480 | $1,926+28.8% | $4,871-49.1% | $3,061-19.0% |
| Admin fee / account holder | $7 | $82-92.0% | $13,027-99.9% | $95-93.0% |