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) | $10,661 |
Service code 37 · EIN 04-2647786 | Loan Processing | $781 |
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 | $33,444 | $58,577-42.9% | $83,333-59.9% | $64,186-47.9% |
| Participation rate | 86.2% | 72.0%+14.1pp | 77.8%+8.4pp | 69.6%+16.6pp |
| Annual return | -4.76% | 9.65%-14.4pp | 10.63%-15.4pp | 7.63%-12.4pp |
| Employer contribution / active EE | $1,438 | $2,098-31.5% | $3,379-57.4% | $2,381-39.6% |
| Participant deferral / active EE | $5,837 | $4,654+25.4% | $5,565+4.9% | $3,470+68.2% |
| Admin fee / account holder | $122 | $9,275-98.7% | $7,510-98.4% | $4,888-97.5% |