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 FINANCIAL2+ years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $10,376 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,348 |
Annual investment return 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 | $27,522 | $69,515-60.4% | $86,874-68.3% | $85,850-67.9% |
| Participation rate | 77.4% | 66.3%+11.1pp | 71.6%+5.7pp | 69.3%+8.1pp |
| Annual return | 10.90% | 20.12%-9.2pp | 63.52%-52.6pp | 318.53%-307.6pp |
| Employer contribution / active EE | $1,177 | $1,880-37.4% | $2,495-52.8% | $2,565-54.1% |
| Participant deferral / active EE | $2,441 | $2,919-16.4% | $3,699-34.0% | $3,952-38.2% |
| Admin fee / account holder | $116 | $5,972-98.1% | $5,828-98.0% | $6,260-98.1% |