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 27 · EIN 04-3046611 | Advisory (Plan) | $9,914 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,948 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $35,164 | $58,655-40.1% | $91,989-61.8% | $65,185-46.1% |
| Participation rate | 82.5% | 75.3%+7.2pp | 78.6%+3.9pp | 70.2%+12.3pp |
| Annual return | 22.17% | 33.92%-11.8pp | 69.02%-46.9pp | 29.38%-7.2pp |
| Employer contribution / active EE | $18 | $2,080-99.2% | $3,452-99.5% | $2,177-99.2% |
| Participant deferral / active EE | $4,959 | $5,474-9.4% | $5,923-16.3% | $3,514+41.1% |
| Admin fee / account holder | $131 | $434-69.8% | $7,743-98.3% | $847-84.5% |