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 FINANCIAL3 years Filed as: LPL FINANCIAL LLC Service code 55 · EIN 04-3046611 | Other Commissions | $44,316 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,319 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,081 | $102,553+9.3% | $151,611-26.1% | $66,914+67.5% |
| Participation rate | 95.8% | 85.5%+10.3pp | 87.5%+8.3pp | 69.8%+26.0pp |
| Annual return | -13.05% | -10.82%-2.2pp | 3.33%-16.4pp | 1.58%-14.6pp |
| Employer contribution / active EE | $3,108 | $4,180-25.6% | $6,166-49.6% | $2,544+22.2% |
| Participant deferral / active EE | $13,276 | $6,641+99.9% | $8,363+58.7% | $4,237+213.3% |
| Admin fee / account holder | $8 | $630-98.7% | $11,616-99.9% | $593-98.6% |