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 Filed as: LPL FINANCIAL LLC Service code 55 · EIN 04-3046611 | Other Commissions | $46,438 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,050 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,829 | $130,194+7.4% | $169,993-17.7% | $71,457+95.7% |
| Participation rate | 97.9% | 86.1%+11.7pp | 87.0%+10.9pp | 67.9%+29.9pp |
| Annual return | 25.00% | 20.37%+4.6pp | 53.37%-28.4pp | 28.85%-3.8pp |
| Employer contribution / active EE | $3,959 | $4,381-9.6% | $6,785-41.6% | $2,588+53.0% |
| Participant deferral / active EE | $15,974 | $6,923+130.7% | $10,408+53.5% | $4,289+272.5% |
| Admin fee / account holder | $6 | $966-99.4% | $12,815-100.0% | $1,587-99.6% |