Filed April 16, 2025 (most recent of 2 filings on file)
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 10-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 FINANCIAL1 year Filed as: LPL FINANCIAL, LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $48,000 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $27,715 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,533 | $54,392-38.3% | $84,750-60.4% | $63,975-47.6% |
| Participation rate | 95.9% | 76.9%+19.0pp | 76.6%+19.3pp | 71.1%+24.8pp |
| Annual return | 9.86% | 611.38%-601.5pp | 22.78%-12.9pp | 48.65%-38.8pp |
| Employer contribution / active EE | $1,420 | $2,943-51.8% | $3,574-60.3% | $2,182-34.9% |
| Participant deferral / active EE | $5,803 | $2,593+123.8% | $3,712+56.3% | $3,356+72.9% |
| Admin fee / account holder | $15 | $136-88.9% | $5,332-99.7% | $70-78.5% |