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 FINANCIAL4+ years Filed as: LPL FINANCIAL LLC Service code 55 · EIN 04-3046611 | Other Commissions | $33,993 |
Service code 37 · EIN 04-2647786 | Loan Processing | $900 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $59,447 | $66,310-10.3% | $93,606-36.5% | $65,185-8.8% |
| Participation rate | 93.9% | 74.0%+19.9pp | 75.8%+18.1pp | 70.2%+23.7pp |
| Annual return | 33.85% | 42.58%-8.7pp | 32.76%+1.1pp | 29.38%+4.5pp |
| Employer contribution / active EE | $482 | $2,012-76.0% | $2,718-82.3% | $2,177-77.9% |
| Participant deferral / active EE | $5,333 | $3,342+59.6% | $4,069+31.1% | $3,514+51.8% |
| Admin fee / account holder | $4 | $6,897-99.9% | $7,888-100.0% | $847-99.6% |