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 FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $70,341 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$21,591 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,568 | $64,909+156.6% | $82,313+102.4% | $62,292+167.4% |
| Participation rate | 93.3% | 74.9%+18.4pp | 76.9%+16.4pp | 69.5%+23.8pp |
| Annual return | 13.08% | 21.18%-8.1pp | 25.88%-12.8pp | 28.90%-15.8pp |
| Employer contribution / active EE | $5,962 | $1,676+255.7% | $2,428+145.5% | $2,042+191.9% |
| Participant deferral / active EE | $3,950 | $3,103+27.3% | $3,706+6.6% | $3,169+24.6% |
| Admin fee / account holder | $205 | $440-53.3% | $5,608-96.3% | $479-57.2% |