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+ years Filed as: LPL FINANCIAL CORPORATION Service code 55 · EIN 95-2834236 | Other Commissions | $69,186 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $1,425 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $27,821 | $57,096-51.3% | $94,224-70.5% | $55,191-49.6% |
| Participation rate | 79.9% | 75.7%+4.3pp | 78.8%+1.2pp | 69.2%+10.8pp |
| Annual return | -1.36% | 159.65%-161.0pp | 10.68%-12.0pp | 10.78%-12.1pp |
| Employer contribution / active EE | $1,407 | $1,708-17.6% | $3,587-60.8% | $1,899-25.9% |
| Participant deferral / active EE | $2,392 | $3,165-24.4% | $4,320-44.6% | $3,046-21.5% |
| Admin fee / account holder | $1 | $89-98.4% | $6,269-100.0% | $91-98.4% |