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 27 · EIN 04-3046611 | Advisory (Plan) | $51,193 |
Service code 37 · EIN 04-2647786 | Loan Processing | $49,321 |
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 | $54,123 | $73,102-26.0% | $123,544-56.2% | $56,287-3.8% |
| Participation rate | 94.7% | 74.3%+20.4pp | 82.3%+12.4pp | 69.9%+24.8pp |
| Annual return | -5.58% | 3.01%-8.6pp | 119.20%-124.8pp | -9.96%+4.4pp |
| Employer contribution / active EE | $1,613 | $2,977-45.8% | $4,628-65.1% | $2,111-23.6% |
| Participant deferral / active EE | $7,318 | $5,423+35.0% | $6,426+13.9% | $3,350+118.5% |
| Admin fee / account holder | $258 | $554-53.3% | $9,284-97.2% | $521-50.4% |