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 37 · EIN 35-0145825 | Loan Processing | $16,624 |
LPL FINANCIAL4 years Filed as: LPL FINANCIAL LLC Service code 26 · EIN 04-3046611 | Advisory (Participants) | $14,123 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,393 | $52,293-36.1% | $178,490-81.3% | $73,409-54.5% |
| Participation rate | 28.8% | 65.3%-36.5pp | 81.9%-53.1pp | 72.2%-43.4pp |
| Annual return | 17.65% | 34.75%-17.1pp | 151.07%-133.4pp | 59.29%-41.6pp |
| Employer contribution / active EE | $335 | $1,735-80.7% | $5,011-93.3% | $2,234-85.0% |
| Participant deferral / active EE | $1,247 | $2,332-46.5% | $5,202-76.0% | $3,805-67.2% |
| Admin fee / account holder | $90 | $127-29.2% | $13,984-99.4% | $158-42.9% |