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 |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $70,714 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL, LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $27,500 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $51,359 | $74,024-30.6% | $77,999-34.2% | $57,658-10.9% |
| Participation rate | 89.4% | 79.7%+9.7pp | 75.5%+13.9pp | 70.2%+19.2pp |
| Annual return | 11.76% | 12.14%-0.4pp | 425.96%-414.2pp | 5.13%+6.6pp |
| Employer contribution / active EE | $1,487 | $2,365-37.1% | $2,470-39.8% | $1,974-24.7% |
| Participant deferral / active EE | $1,149 | $3,533-67.5% | $3,497-67.1% | $3,061-62.5% |
| Admin fee / account holder | $189 | $93+102.3% | $5,480-96.6% | $95+99.5% |