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 55 · EIN 95-2834236 | Other Commissions | $69,573 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$1,450 |
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 | $30,259 | $107,378-71.8% | $108,579-72.1% | $57,658-47.5% |
| Participation rate | 82.3% | 77.1%+5.2pp | 79.6%+2.7pp | 70.2%+12.0pp |
| Annual return | 8.60% | 12.80%-4.2pp | -51.70%+60.3pp | 5.13%+3.5pp |
| Employer contribution / active EE | $1,392 | $1,782-21.9% | $3,758-63.0% | $1,974-29.5% |
| Participant deferral / active EE | $2,450 | $3,221-23.9% | $4,311-43.2% | $3,061-20.0% |
| Admin fee / account holder | -$1 | $108-101.3% | $7,645-100.0% | $95-101.5% |