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 - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $75,326 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $68,939 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return 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 | $51,454 | $62,928-18.2% | $172,739-70.2% | $67,579-23.9% |
| Participation rate | 97.9% | 64.5%+33.4pp | 82.6%+15.2pp | 71.3%+26.6pp |
| Annual return | 6.28% | 30.36%-24.1pp | 802.84%-796.6pp | 378.56%-372.3pp |
| Employer contribution / active EE | $4,731 | $1,636+189.2% | $5,143-8.0% | $2,148+120.3% |
| Participant deferral / active EE | $2,079 | $2,145-3.1% | $5,198-60.0% | $3,539-41.3% |
| Admin fee / account holder | $131 | $167-21.3% | $13,954-99.1% | $142-7.9% |