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 5-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 26 · EIN 04-3046611 | Advisory (Participants) | $37,107 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $4,260 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,025 | $72,254-33.5% | $86,677-44.6% | $64,808-25.9% |
| Participation rate | 72.5% | 80.4%-8.0pp | 76.6%-4.1pp | 71.5%+1.0pp |
| Annual return | 15.07% | 392.42%-377.4pp | 35.91%-20.8pp | 32.82%-17.7pp |
| Employer contribution / active EE | $1,018 | $2,393-57.4% | $2,836-64.1% | $2,506-59.4% |
| Participant deferral / active EE | $2,859 | $4,658-38.6% | $4,656-38.6% | $4,310-33.7% |
| Admin fee / account holder | $210 | $174+20.7% | $7,493-97.2% | $188+11.8% |