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 FINANCIAL4+ years Filed as: LPL FINANCIAL FBO DAVE OWEN Service code 26 P O BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Participants) | $14,045 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $55,556 | $55,002+1.0% | $59,878-7.2% | $56,287-1.3% |
| Participation rate | 43.5% | 75.9%-32.4pp | 74.7%-31.2pp | 69.9%-26.3pp |
| Annual return | -8.18% | 1.13%-9.3pp | 3.46%-11.6pp | -9.96%+1.8pp |
| Employer contribution / active EE | $1,098 | $2,448-55.1% | $2,722-59.7% | $2,111-48.0% |
| Participant deferral / active EE | $3,803 | $3,121+21.8% | $3,402+11.8% | $3,350+13.5% |
| Admin fee / account holder | $163 | $236-30.8% | $3,590-95.5% | $521-68.7% |