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 FINACIAL Service code 55 | Other Commissions | $63,564 |
LPL FINANCIAL1 year Service code 55 4707 EXECUTIVE DRIVE · SAN DIEGO, CA 92121 | Other Commissions | $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 | $106,959 | $80,177+33.4% | $123,892-13.7% | $57,658+85.5% |
| Participation rate | 89.3% | 74.4%+14.8pp | 81.4%+7.8pp | 70.2%+19.0pp |
| Annual return | 7.31% | 17.90%-10.6pp | 47.52%-40.2pp | 5.13%+2.2pp |
| Employer contribution / active EE | $2,710 | $2,913-7.0% | $4,617-41.3% | $1,974+37.3% |
| Participant deferral / active EE | $8,090 | $5,130+57.7% | $5,984+35.2% | $3,061+164.3% |
| Admin fee / account holder | $3 | $106-96.9% | $8,357-100.0% | $95-96.5% |