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 9-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 37 · EIN 04-2647786 | Loan Processing | $25,498 |
LPL FINANCIAL4 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $13,218 |
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 | $30,283 | $61,272-50.6% | $149,673-79.8% | $71,457-57.6% |
| Participation rate | 80.6% | 62.5%+18.1pp | 78.8%+1.8pp | 67.9%+12.7pp |
| Annual return | 24.48% | 35.85%-11.4pp | 134.42%-109.9pp | 28.85%-4.4pp |
| Employer contribution / active EE | $982 | $2,378-58.7% | $4,818-79.6% | $2,588-62.1% |
| Participant deferral / active EE | $6,137 | $2,917+110.4% | $5,680+8.0% | $4,289+43.1% |
| Admin fee / account holder | $174 | $1,261-86.2% | $13,210-98.7% | $1,587-89.0% |