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 FINANCIAL2 years 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 | $12,454 | $70,115-82.2% | $70,515-82.3% | $80,160-84.5% |
| Participation rate | 80.3% | 71.7%+8.7pp | 68.3%+12.0pp | 72.9%+7.4pp |
| Annual return | 17.20% | 134.51%-117.3pp | 32.77%-15.6pp | 40.38%-23.2pp |
| Employer contribution / active EE | $331 | $3,021-89.1% | $2,973-88.9% | $2,978-88.9% |
| Participant deferral / active EE | $1,728 | $4,495-61.6% | $4,567-62.2% | $5,017-65.6% |
| Admin fee / account holder | $70 | $112-37.4% | $6,412-98.9% | $145-51.5% |