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 FINANCIAL3 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $58,310 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$43,807 |
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 | $99,644 | $160,088-37.8% | $112,977-11.8% | $73,409+35.7% |
| Participation rate | 91.1% | 90.7%+0.4pp | 82.6%+8.6pp | 72.2%+19.0pp |
| Annual return | 16.18% | 17.93%-1.7pp | 24.24%-8.1pp | 59.29%-43.1pp |
| Employer contribution / active EE | $15 | $5,200-99.7% | $4,255-99.7% | $2,234-99.3% |
| Participant deferral / active EE | $7,907 | $8,024-1.5% | $5,836+35.5% | $3,805+107.8% |
| Admin fee / account holder | $28 | $133-79.1% | $6,294-99.6% | $158-82.4% |