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 27 · EIN 95-2834236 | Advisory (Plan) | $45,566 |
Service code 37 · EIN 04-2647786 | Loan Processing | $21,108 |
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 | $42,339 | $39,458+7.3% | $60,547-30.1% | $55,191-23.3% |
| Participation rate | 90.8% | 59.6%+31.2pp | 68.0%+22.8pp | 69.2%+21.6pp |
| Annual return | 3.49% | 3.35%+0.1pp | 335.64%-332.2pp | 10.78%-7.3pp |
| Employer contribution / active EE | $1,893 | $1,210+56.4% | $2,419-21.8% | $1,899-0.3% |
| Participant deferral / active EE | $7,129 | $2,140+233.1% | $3,328+114.2% | $3,046+134.0% |
| Admin fee / account holder | $147 | $95+54.9% | $4,536-96.8% | $91+62.3% |