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 FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $18,413 |
Service code 37 · EIN 04-2647786 | Loan Processing | $906 |
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 | $51,586 | $80,753-36.1% | $136,294-62.2% | $62,292-17.2% |
| Participation rate | 88.5% | 73.5%+15.0pp | 81.9%+6.6pp | 69.5%+19.0pp |
| Annual return | 24.71% | 35.83%-11.1pp | 5155.94%-5131.2pp | 28.90%-4.2pp |
| Employer contribution / active EE | $3,203 | $2,884+11.1% | $4,695-31.8% | $2,042+56.8% |
| Participant deferral / active EE | $10,479 | $5,164+102.9% | $6,247+67.7% | $3,169+230.7% |
| Admin fee / account holder | $105 | $525-80.0% | $9,243-98.9% | $479-78.1% |