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 3-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 Service code 27 · EIN 04-3046611 | Advisory (Plan) | $54,054 |
Service code 37 · EIN 04-2647786 | Loan Processing | $36,441 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,492 | $50,820-20.3% | $155,567-74.0% | $77,671-47.9% |
| Participation rate | 87.7% | 63.1%+24.6pp | 78.2%+9.5pp | 70.6%+17.1pp |
| Annual return | 20.99% | 34.85%-13.9pp | 64.74%-43.7pp | 31.21%-10.2pp |
| Employer contribution / active EE | $1,989 | $1,993-0.2% | $4,674-57.4% | $2,726-27.0% |
| Participant deferral / active EE | $3,259 | $2,823+15.4% | $5,628-42.1% | $4,648-29.9% |
| Admin fee / account holder | $178 | $436-59.2% | $15,916-98.9% | $430-58.7% |