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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $91,821 |
LPL FINANCIAL5 years Filed as: LPL FINANCIAL LLC RPCP Service code 27 | Advisory (Plan) | $36,533 |
Service code 13 · EIN 86-1354423 | Contract Administrator | $20,095 |
LINCOLN NATIONAL CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $275 |
LPL FINANCIAL8 years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $0 |
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 | $31,237 | $50,815-38.5% | $155,509-79.9% | $77,643-59.8% |
| Participation rate | 80.2% | 63.1%+17.1pp | 78.2%+2.0pp | 70.6%+9.7pp |
| Annual return | 11.71% | 34.80%-23.1pp | 64.67%-53.0pp | 31.24%-19.5pp |
| Employer contribution / active EE | $2,022 | $1,993+1.5% | $4,672-56.7% | $2,726-25.8% |
| Participant deferral / active EE | $2,415 | $2,822-14.4% | $5,626-57.1% | $4,647-48.0% |
| Admin fee / account holder | $150 | $437-65.6% | $15,912-99.1% | $430-65.1% |