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 FINANCIAL4 years Service code 26 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Participants) | $14,454 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,689 | $133,040-73.2% | $119,258-70.1% | $79,386-55.0% |
| Participation rate | 98.3% | 80.9%+17.4pp | 82.7%+15.6pp | 70.7%+27.6pp |
| Annual return | 16.04% | 20.05%-4.0pp | 30.69%-14.7pp | 116.85%-100.8pp |
| Employer contribution / active EE | $1,626 | $4,390-63.0% | $4,384-62.9% | $2,427-33.0% |
| Participant deferral / active EE | $3,816 | $6,448-40.8% | $6,111-37.6% | $4,046-5.7% |
| Admin fee / account holder | $186 | $686-72.9% | $7,226-97.4% | $626-70.3% |