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 FINANCIAL7 years Filed as: LPL FINANCIAL - RPCP Service code 16 · EIN 04-3046611 | Consulting | $60,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $13,608 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $196,222 | $74,188+164.5% | $115,756+69.5% | $64,808+202.8% |
| Participation rate | 97.6% | 76.2%+21.4pp | 77.1%+20.5pp | 71.5%+26.1pp |
| Annual return | -13.31% | -11.81%-1.5pp | 143.14%-156.5pp | 32.82%-46.1pp |
| Employer contribution / active EE | $10,086 | $3,365+199.8% | $3,793+165.9% | $2,506+302.5% |
| Participant deferral / active EE | $9,588 | $5,294+81.1% | $6,254+53.3% | $4,310+122.5% |
| Admin fee / account holder | $93 | $148-37.1% | $8,124-98.9% | $188-50.3% |