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 FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 55 · EIN 04-3046611 | Other Commissions | $36,314 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,250 |
Employer 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 | $37,883 | $44,473-14.8% | $76,523-50.5% | $55,725-32.0% |
| Participation rate | 93.2% | 51.0%+42.2pp | 68.0%+25.2pp | 70.9%+22.3pp |
| Annual return | -7.56% | -2.01%-5.5pp | -0.27%-7.3pp | 244.93%-252.5pp |
| Employer contribution / active EE | $0 | $1,101-100.0% | $2,647-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $8,769 | $1,988+341.2% | $3,835+128.6% | $3,356+161.3% |
| Admin fee / account holder | $8 | $134-94.0% | $4,848-99.8% | $115-93.0% |