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 27 · EIN 04-3046611 | Advisory (Plan) | $8,238 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,251 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,921 | $59,101-57.8% | $77,163-67.7% | $75,163-66.8% |
| Participation rate | 95.5% | 63.9%+31.6pp | 69.6%+25.9pp | 67.2%+28.3pp |
| Annual return | 23.75% | 26.71%-3.0pp | 37.87%-14.1pp | 160.62%-136.9pp |
| Employer contribution / active EE | $1,533 | $1,995-23.2% | $2,535-39.5% | $2,670-42.6% |
| Participant deferral / active EE | $3,474 | $2,999+15.8% | $3,833-9.4% | $4,125-15.8% |
| Admin fee / account holder | $58 | $4,774-98.8% | $5,472-98.9% | $5,651-99.0% |