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 01-0233346 | Recordkeeping | $0 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 26 · EIN 04-3046611 | Advisory (Participants) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $14,168 | $63,321-77.6% | $68,791-79.4% | $77,904-81.8% |
| Participation rate | 80.1% | 71.1%+9.0pp | 69.0%+11.1pp | 73.7%+6.4pp |
| Annual return | -17.13% | -6.50%-10.6pp | -6.38%-10.7pp | 12.21%-29.3pp |
| Employer contribution / active EE | $294 | $2,794-89.5% | $2,655-88.9% | $2,848-89.7% |
| Participant deferral / active EE | $1,705 | $4,029-57.7% | $3,941-56.7% | $4,806-64.5% |
| Admin fee / account holder | $89 | $104-14.3% | $4,932-98.2% | $133-32.6% |