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 FINANCIAL7 years Filed as: LPL FINANCIAL LLC Service code 55 · EIN 04-3046611 | Other Commissions | $68,645 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,519 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $38,143 | $71,142-46.4% | $119,609-68.1% | $64,808-41.1% |
| Participation rate | 90.8% | 78.6%+12.2pp | 79.3%+11.6pp | 71.5%+19.4pp |
| Annual return | -18.70% | -10.01%-8.7pp | -14.97%-3.7pp | 32.82%-51.5pp |
| Employer contribution / active EE | $1,434 | $2,497-42.6% | $4,232-66.1% | $2,506-42.8% |
| Participant deferral / active EE | $5,820 | $4,490+29.6% | $5,602+3.9% | $4,310+35.0% |
| Admin fee / account holder | $8 | $162-95.2% | $10,323-99.9% | $188-95.9% |