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+ years Filed as: LPL FINANCIAL LLC Service code 55 · EIN 95-2834236 | Other Commissions | $16,855 |
Service code 37 · EIN 04-2647786 | Loan Processing | $419 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $0 | $56,640-100.0% | $80,975-100.0% | $57,658-100.0% |
| Participation rate | 0.0% | 75.9%-75.9pp | 75.8%-75.8pp | 70.2%-70.2pp |
| Annual return | 14.72% | 19.97%-5.2pp | 17.10%-2.4pp | 5.13%+9.6pp |
| Employer contribution / active EE | $0 | $2,085-100.0% | $3,714-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $8,391 | $4,944+69.7% | $5,696+47.3% | $3,061+174.2% |
| Admin fee / account holder | $0 | $87-100.0% | $5,516-100.0% | $95-100.0% |