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 6-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 55 · EIN 04-3046611 | Other Commissions | $62,751 |
Filed as: NATIONAL FINANCIAL SERVICES LLC Service code 61 · EIN 04-3523567 | Finders' fees / placement fees | $4,359 |
Service code 37 · EIN 04-2647786 | Loan Processing | $919 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,748 | $65,061+1.1% | $143,757-54.3% | $66,914-1.7% |
| Participation rate | 81.5% | 65.2%+16.3pp | 80.3%+1.2pp | 69.8%+11.7pp |
| Annual return | 7.20% | -11.14%+18.3pp | -0.04%+7.2pp | 1.58%+5.6pp |
| Employer contribution / active EE | $1,890 | $2,361-19.9% | $4,951-61.8% | $2,544-25.7% |
| Participant deferral / active EE | $6,619 | $2,919+126.8% | $5,637+17.4% | $4,237+56.2% |
| Admin fee / account holder | $5 | $502-99.0% | $14,673-100.0% | $593-99.2% |