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 | $10,486 |
Service code 37 · EIN 04-2647786 | Loan Processing | $769 |
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 | $52,501 | $57,976-9.4% | $62,995-16.7% | $62,292-15.7% |
| Participation rate | 82.9% | 75.9%+7.0pp | 74.8%+8.1pp | 69.5%+13.4pp |
| Annual return | 20.65% | 17.54%+3.1pp | 87.57%-66.9pp | 28.90%-8.2pp |
| Employer contribution / active EE | $1,570 | $2,415-35.0% | $2,759-43.1% | $2,042-23.1% |
| Participant deferral / active EE | $5,616 | $2,956+90.0% | $3,329+68.7% | $3,169+77.2% |
| Admin fee / account holder | $5 | $276-98.0% | $3,600-99.8% | $479-98.9% |