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 FINANCIAL1+ years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 95-2834236 | Advisory (Plan) | $106,423 |
Service code 37 · EIN 04-2647786 | Loan Processing | $54,864 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $26,366 | $85,635-69.2% | $123,892-78.7% | $63,975-58.8% |
| Participation rate | 75.4% | 74.9%+0.4pp | 81.4%-6.0pp | 71.1%+4.2pp |
| Annual return | 8.12% | 15.74%-7.6pp | 47.52%-39.4pp | 48.65%-40.5pp |
| Employer contribution / active EE | $893 | $3,076-71.0% | $4,617-80.7% | $2,182-59.1% |
| Participant deferral / active EE | $3,310 | $5,667-41.6% | $5,984-44.7% | $3,356-1.4% |
| Admin fee / account holder | $75 | $75+0.4% | $8,357-99.1% | $70+6.7% |