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 FINANCIAL7 years Filed as: LPL FINANCIAL LLC Service code 55 · EIN 04-3046611 | Other Commissions | $27,599 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,300 | $102,553-41.2% | $151,611-60.2% | $66,914-9.9% |
| Participation rate | 97.0% | 85.5%+11.5pp | 87.5%+9.5pp | 69.8%+27.2pp |
| Annual return | -13.78% | -10.82%-3.0pp | 3.33%-17.1pp | 1.58%-15.4pp |
| Employer contribution / active EE | $2,384 | $4,180-43.0% | $6,166-61.3% | $2,544-6.3% |
| Participant deferral / active EE | $3,845 | $6,641-42.1% | $8,363-54.0% | $4,237-9.3% |
| Admin fee / account holder | $0 | $630-100.0% | $11,616-100.0% | $593-100.0% |