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 FINANCIAL5+ years Filed as: LPL FINANCIAL FBO DAVE OWEN Service code 26 P O BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Participants) | $16,566 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $61,811 | $60,795+1.7% | $69,455-11.0% | $65,185-5.2% |
| Participation rate | 50.5% | 74.9%-24.4pp | 74.6%-24.1pp | 70.2%-19.7pp |
| Annual return | 24.98% | 17.46%+7.5pp | 28.97%-4.0pp | 29.38%-4.4pp |
| Employer contribution / active EE | $1,234 | $2,452-49.7% | $2,779-55.6% | $2,177-43.3% |
| Participant deferral / active EE | $4,402 | $3,162+39.2% | $3,535+24.5% | $3,514+25.3% |
| Admin fee / account holder | $172 | $314-45.0% | $3,839-95.5% | $847-79.6% |