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 7-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) | $14,861 |
Service code 37 · EIN 04-2647786 | Loan Processing | $14,523 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,317 | $101,317-52.3% | $146,958-67.1% | $74,495-35.1% |
| Participation rate | 76.8% | 75.5%+1.3pp | 82.2%-5.4pp | 67.2%+9.6pp |
| Annual return | 24.96% | 8730.91%-8706.0pp | 418.34%-393.4pp | 1364.94%-1340.0pp |
| Employer contribution / active EE | $0 | $3,810-100.0% | $4,933-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $12,755 | $7,303+74.7% | $8,070+58.1% | $4,346+193.5% |
| Admin fee / account holder | $205 | $1,739-88.2% | $12,998-98.4% | $1,942-89.5% |