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 FINANCIAL2+ years Filed as: LPL FINANCIAL CORPORATION Service code 27 · EIN 95-2834236 | Advisory (Plan) | $31,342 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,575 |
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 | $105,222 | $63,905+64.7% | $74,183+41.8% | $57,658+82.5% |
| Participation rate | 85.2% | 79.8%+5.5pp | 76.6%+8.6pp | 70.2%+15.0pp |
| Annual return | 10.84% | 60.60%-49.8pp | 17.74%-6.9pp | 5.13%+5.7pp |
| Employer contribution / active EE | $2,372 | $1,840+28.9% | $2,370+0.1% | $1,974+20.2% |
| Participant deferral / active EE | $11,843 | $3,448+243.5% | $3,550+233.6% | $3,061+286.9% |
| Admin fee / account holder | $94 | $91+3.4% | $5,586-98.3% | $95-0.3% |