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 15 · EIN 35-0145825 | Recordkeeping | $18,462 |
LPL FINANCIAL7 years Filed as: LPL FINANCIAL LLC Service code 26 · EIN 04-3046611 | Advisory (Participants) | $14,921 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $31,003 | $47,126-34.2% | $149,673-79.3% | $74,419-58.3% |
| Participation rate | 35.5% | 63.4%-27.9pp | 78.8%-43.3pp | 70.7%-35.2pp |
| Annual return | 17.49% | 22.75%-5.3pp | 134.42%-116.9pp | 34.38%-16.9pp |
| Employer contribution / active EE | $371 | $1,905-80.5% | $4,818-92.3% | $2,637-85.9% |
| Participant deferral / active EE | $920 | $2,728-66.3% | $5,680-83.8% | $4,528-79.7% |
| Admin fee / account holder | $96 | $343-72.1% | $13,210-99.3% | $348-72.5% |