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 FINANCIAL8+ years Filed as: LPL FINANCIAL FBO DAVE OWEN Service code 26 · EIN 04-3046611 P O BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Participants) | $24,159 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,724 | $60,989+19.2% | $60,874+19.5% | $66,914+8.7% |
| Participation rate | 63.2% | 74.5%-11.3pp | 73.1%-10.0pp | 69.8%-6.6pp |
| Annual return | -18.01% | -9.60%-8.4pp | 16.90%-34.9pp | 1.58%-19.6pp |
| Employer contribution / active EE | $1,769 | $2,661-33.5% | $2,701-34.5% | $2,544-30.5% |
| Participant deferral / active EE | $6,411 | $3,615+77.4% | $3,817+68.0% | $4,237+51.3% |
| Admin fee / account holder | $181 | $338-46.5% | $3,224-94.4% | $593-69.5% |