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 27 · EIN 04-3046611 | Advisory (Plan) | $19,057 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,350 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $145,669 | $58,726+148.0% | $92,233+57.9% | $62,292+133.8% |
| Participation rate | 50.8% | 68.3%-17.5pp | 76.5%-25.6pp | 69.5%-18.7pp |
| Annual return | 22.66% | 43.62%-21.0pp | 176.28%-153.6pp | 28.90%-6.2pp |
| Employer contribution / active EE | $585 | $2,392-75.6% | $3,679-84.1% | $2,042-71.4% |
| Participant deferral / active EE | $3,917 | $2,766+41.6% | $3,897+0.5% | $3,169+23.6% |
| Admin fee / account holder | $165 | $556-70.4% | $5,194-96.8% | $479-65.7% |