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 FINANCIAL3 years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $13,732 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $9,773 |
Service code 13 · EIN 27-3853858 | Contract Administrator | $4,396 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,088 | $65,557+0.8% | $64,056+3.2% | $71,457-7.5% |
| Participation rate | 95.1% | 73.2%+22.0pp | 72.3%+22.8pp | 67.9%+27.2pp |
| Annual return | 9.54% | 18.94%-9.4pp | 33.69%-24.2pp | 28.85%-19.3pp |
| Employer contribution / active EE | $2,305 | $2,669-13.6% | $2,747-16.1% | $2,588-10.9% |
| Participant deferral / active EE | $3,642 | $3,626+0.4% | $3,880-6.1% | $4,289-15.1% |
| Admin fee / account holder | $96 | $616-84.4% | $3,068-96.9% | $1,587-93.9% |