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 FINANCIAL3+ years Filed as: LPL FINANCIAL LLC RPCP Service code 26 · EIN 04-3046611 | Advisory (Participants) | $55,276 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $10,384 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,311 | $99,078-42.2% | $96,544-40.6% | $74,419-23.0% |
| Participation rate | 70.4% | 80.7%-10.3pp | 76.0%-5.6pp | 70.7%-0.3pp |
| Annual return | 46.14% | 22.48%+23.7pp | 25.84%+20.3pp | 34.38%+11.8pp |
| Employer contribution / active EE | $1,249 | $2,570-51.4% | $2,965-57.9% | $2,637-52.7% |
| Participant deferral / active EE | $3,754 | $4,933-23.9% | $4,851-22.6% | $4,528-17.1% |
| Admin fee / account holder | $264 | $225+17.7% | $8,252-96.8% | $348-24.0% |