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 FINANCIAL2+ years Filed as: LPL FINANCIAL LLC Service code 55 · EIN 04-3046611 | Other Commissions | $57,530 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,625 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $107,503 | $58,726+83.1% | $92,233+16.6% | $62,292+72.6% |
| Participation rate | 92.0% | 68.3%+23.7pp | 76.5%+15.6pp | 69.5%+22.5pp |
| Annual return | 16.93% | 43.62%-26.7pp | 176.28%-159.3pp | 28.90%-12.0pp |
| Employer contribution / active EE | $4,386 | $2,392+83.4% | $3,679+19.2% | $2,042+114.8% |
| Participant deferral / active EE | $7,010 | $2,766+153.5% | $3,897+79.9% | $3,169+121.2% |
| Admin fee / account holder | $10 | $556-98.1% | $5,194-99.8% | $479-97.8% |