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 FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $27,428 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,425 |
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 | $92,873 | $65,376+42.1% | $87,100+6.6% | $65,185+42.5% |
| Participation rate | 87.9% | 75.3%+12.5pp | 76.9%+11.0pp | 70.2%+17.7pp |
| Annual return | 21.56% | 31.27%-9.7pp | 28.19%-6.6pp | 29.38%-7.8pp |
| Employer contribution / active EE | $4,274 | $1,822+134.5% | $2,521+69.5% | $2,177+96.4% |
| Participant deferral / active EE | $4,994 | $3,388+47.4% | $4,049+23.4% | $3,514+42.1% |
| Admin fee / account holder | $262 | $520-49.6% | $7,497-96.5% | $847-69.1% |