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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $60,196 |
LPL FINANCIAL5 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $49,802 |
Form 5500 reported that benefits due were not provided when due.
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 | $33,771 | $52,293-35.4% | $178,490-81.1% | $73,409-54.0% |
| Participation rate | 90.6% | 65.3%+25.3pp | 81.9%+8.7pp | 72.2%+18.5pp |
| Annual return | 16.32% | 34.75%-18.4pp | 151.07%-134.8pp | 59.29%-43.0pp |
| Employer contribution / active EE | $1,539 | $1,735-11.3% | $5,011-69.3% | $2,234-31.1% |
| Participant deferral / active EE | $3,338 | $2,332+43.1% | $5,202-35.8% | $3,805-12.3% |
| Admin fee / account holder | $93 | $127-27.0% | $13,984-99.3% | $158-41.1% |