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 FINANCIAL2+ years Filed as: LPL FINANCIAL LLC Service code 55 · EIN 04-3046611 | Other Commissions | $12,552 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,600 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $81,988 | $51,466+59.3% | $78,778+4.1% | $62,292+31.6% |
| Participation rate | 58.3% | 59.8%-1.5pp | 69.2%-10.9pp | 69.5%-11.2pp |
| Annual return | 17.11% | 19.96%-2.8pp | 35.62%-18.5pp | 28.90%-11.8pp |
| Employer contribution / active EE | $357 | $827-56.9% | $1,986-82.0% | $2,042-82.5% |
| Participant deferral / active EE | $3,003 | $2,147+39.8% | $2,958+1.5% | $3,169-5.2% |
| Admin fee / account holder | $18 | $489-96.4% | $5,134-99.7% | $479-96.3% |