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 FINANCIAL4 years Filed as: LPL FINANCIAL LLC Service code 55 · EIN 04-3046611 | Other Commissions | $15,339 |
Service code 37 · EIN 04-2647786 | Loan Processing | $756 |
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 | $63,190 | $60,795+3.9% | $69,455-9.0% | $65,185-3.1% |
| Participation rate | 78.3% | 74.9%+3.4pp | 74.6%+3.7pp | 70.2%+8.1pp |
| Annual return | 24.46% | 17.46%+7.0pp | 28.97%-4.5pp | 29.38%-4.9pp |
| Employer contribution / active EE | $1,473 | $2,452-39.9% | $2,779-47.0% | $2,177-32.3% |
| Participant deferral / active EE | $5,769 | $3,162+82.4% | $3,535+63.2% | $3,514+64.2% |
| Admin fee / account holder | $5 | $314-98.4% | $3,839-99.9% | $847-99.4% |