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 FINANCIAL4 years Filed as: LPL FINANCIAL LLC Service code 55 · EIN 04-3046611 | Other Commissions | $52,242 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,025 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,836 | $61,272+28.7% | $149,673-47.3% | $71,457+10.3% |
| Participation rate | 79.7% | 62.5%+17.2pp | 78.8%+1.0pp | 67.9%+11.8pp |
| Annual return | 16.40% | 35.85%-19.4pp | 134.42%-118.0pp | 28.85%-12.4pp |
| Employer contribution / active EE | $2,367 | $2,378-0.5% | $4,818-50.9% | $2,588-8.5% |
| Participant deferral / active EE | $8,617 | $2,917+195.4% | $5,680+51.7% | $4,289+100.9% |
| Admin fee / account holder | $5 | $1,261-99.6% | $13,210-100.0% | $1,587-99.7% |