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 | $36,107 |
LPL FINANCIAL5 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $19,250 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $34,292 | $50,815-32.5% | $155,509-77.9% | $77,643-55.8% |
| Participation rate | 86.7% | 63.1%+23.6pp | 78.2%+8.5pp | 70.6%+16.1pp |
| Annual return | 14.84% | 34.80%-20.0pp | 64.67%-49.8pp | 31.24%-16.4pp |
| Employer contribution / active EE | $33 | $1,993-98.3% | $4,672-99.3% | $2,726-98.8% |
| Participant deferral / active EE | $6,848 | $2,822+142.6% | $5,626+21.7% | $4,647+47.3% |
| Admin fee / account holder | $226 | $437-48.4% | $15,912-98.6% | $430-47.6% |