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 FINANCIAL5 years Filed as: LPL FINANCIAL LLC - RPCP Service code 26 · EIN 04-3046611 | Advisory (Participants) | $42,357 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $4,133 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,298 | $26,549-0.9% | $61,373-57.2% | $66,914-60.7% |
| Participation rate | 84.0% | 38.1%+45.9pp | 52.6%+31.5pp | 69.8%+14.2pp |
| Annual return | -14.28% | -16.21%+1.9pp | 338.61%-352.9pp | 1.58%-15.9pp |
| Employer contribution / active EE | $829 | $651+27.3% | $1,159-28.5% | $2,544-67.4% |
| Participant deferral / active EE | $4,776 | $1,338+256.9% | $2,125+124.8% | $4,237+12.7% |
| Admin fee / account holder | $265 | $409-35.1% | $2,130-87.5% | $593-55.3% |