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 FINANCIAL6 years Filed as: LPL FINANCIAL LLC Service code 55 · EIN 04-3046611 | Other Commissions | $26,384 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $50 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,768 | $121,341-45.8% | $189,513-65.3% | $79,386-17.2% |
| Participation rate | 93.0% | 86.1%+6.9pp | 87.8%+5.2pp | 70.7%+22.3pp |
| Annual return | 16.55% | 21.08%-4.5pp | 555.15%-538.6pp | 116.85%-100.3pp |
| Employer contribution / active EE | $1,898 | $3,915-51.5% | $6,162-69.2% | $2,427-21.8% |
| Participant deferral / active EE | $3,137 | $6,395-51.0% | $8,221-61.8% | $4,046-22.5% |
| Admin fee / account holder | $0 | $651-99.9% | $12,045-100.0% | $626-99.9% |