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 FINANCIAL6+ years Filed as: LPL FINANCIAL FBO DAVE OWEN Service code 26 P O BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Participants) | $18,741 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $78,330 | $65,322+19.9% | $70,449+11.2% | $73,488+6.6% |
| Participation rate | 48.9% | 77.0%-28.1pp | 75.1%-26.2pp | 70.7%-21.8pp |
| Annual return | 19.11% | 15.71%+3.4pp | 109.03%-89.9pp | 28.51%-9.4pp |
| Employer contribution / active EE | $660 | $2,460-73.2% | $2,737-75.9% | $2,270-70.9% |
| Participant deferral / active EE | $4,459 | $3,375+32.1% | $3,709+20.2% | $3,740+19.2% |
| Admin fee / account holder | $175 | $214-18.3% | $3,845-95.5% | $513-65.9% |