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 FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 95-2834236 | Advisory (Plan) | $45,858 |
Service code 37 · EIN 04-2647786 | Loan Processing | $25,633 |
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 | $64,110 | $44,059+45.5% | $71,671-10.6% | $69,631-7.9% |
| Participation rate | 92.6% | 60.8%+31.8pp | 68.7%+23.8pp | 70.7%+21.9pp |
| Annual return | 27.27% | 21.97%+5.3pp | 20.65%+6.6pp | 27571.02%-27543.8pp |
| Employer contribution / active EE | $4,140 | $1,305+217.3% | $2,460+68.3% | $2,032+103.7% |
| Participant deferral / active EE | $8,332 | $2,370+251.6% | $3,438+142.4% | $3,224+158.5% |
| Admin fee / account holder | $158 | $108+46.8% | $5,558-97.2% | $110+43.2% |