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 6-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+ years Filed as: LPL FINANCIAL CORPORATION Service code 27 · EIN 95-2834236 | Advisory (Plan) | $34,677 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,075 |
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 | $96,952 | $72,770+33.2% | $67,652+43.3% | $55,191+75.7% |
| Participation rate | 78.5% | 78.8%-0.2pp | 75.7%+2.9pp | 69.2%+9.4pp |
| Annual return | 0.33% | -3.26%+3.6pp | 6625.04%-6624.7pp | 10.78%-10.4pp |
| Employer contribution / active EE | $2,171 | $1,769+22.7% | $2,266-4.2% | $1,899+14.4% |
| Participant deferral / active EE | $10,845 | $3,408+218.2% | $3,560+204.7% | $3,046+256.0% |
| Admin fee / account holder | $113 | $79+43.0% | $4,821-97.7% | $91+24.2% |