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 FINANCIAL3 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $7,476 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,789 |
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 | $37,282 | $66,813-44.2% | $100,516-62.9% | $73,488-49.3% |
| Participation rate | 84.6% | 77.5%+7.1pp | 79.4%+5.2pp | 70.7%+13.9pp |
| Annual return | 23.82% | 25.70%-1.9pp | 30.89%-7.1pp | 28.51%-4.7pp |
| Employer contribution / active EE | $0 | $2,147-100.0% | $3,418-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $5,051 | $5,883-14.1% | $6,270-19.4% | $3,740+35.1% |
| Admin fee / account holder | $124 | $512-75.8% | $8,081-98.5% | $513-75.8% |