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 FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 55 · EIN 04-3046611 | Other Commissions | $4,767 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,125 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $45,838 | $51,466-10.9% | $78,778-41.8% | $62,292-26.4% |
| Participation rate | 70.8% | 59.8%+11.0pp | 69.2%+1.6pp | 69.5%+1.3pp |
| Annual return | 19.37% | 19.96%-0.6pp | 35.62%-16.2pp | 28.90%-9.5pp |
| Employer contribution / active EE | $383 | $827-53.7% | $1,986-80.7% | $2,042-81.2% |
| Participant deferral / active EE | $3,832 | $2,147+78.4% | $2,958+29.5% | $3,169+20.9% |
| Admin fee / account holder | $18 | $489-96.4% | $5,134-99.7% | $479-96.3% |