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 12 · EIN 13-3689044 | Sales loads (front end and deferred);... | $182,758 |
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $60,944 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL COMPANY Service code 27 · EIN 04-3046611 | Advisory (Plan) | $22,190 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $119,474 | $40,174+197.4% | $84,015+42.2% | $67,579+76.8% |
| Participation rate | 100.0% | 62.7%+37.3pp | 69.0%+31.0pp | 71.3%+28.7pp |
| Annual return | 21.69% | 25.82%-4.1pp | 71.31%-49.6pp | 378.56%-356.9pp |
| Employer contribution / active EE | $1,675 | $808+107.4% | $1,983-15.6% | $2,148-22.0% |
| Participant deferral / active EE | $7,497 | $2,301+225.8% | $3,239+131.5% | $3,539+111.8% |
| Admin fee / account holder | $552 | $128+329.9% | $6,101-91.0% | $142+287.7% |