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 95-2834236 | Advisory (Plan) | $40,300 |
Service code 37 · EIN 04-2647786 | Loan Processing | $25,915 |
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 | $73,317 | $155,795-52.9% | $136,294-46.2% | $69,631+5.3% |
| Participation rate | 92.6% | 75.2%+17.3pp | 81.9%+10.7pp | 70.7%+21.9pp |
| Annual return | 19.94% | 232464.33%-232444.4pp | 5155.94%-5136.0pp | 27571.02%-27551.1pp |
| Employer contribution / active EE | $1,708 | $2,991-42.9% | $4,695-63.6% | $2,032-15.9% |
| Participant deferral / active EE | $5,617 | $5,394+4.1% | $6,247-10.1% | $3,224+74.3% |
| Admin fee / account holder | $189 | $128+47.1% | $9,243-98.0% | $110+70.8% |