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 CORPORATION Service code 16 | Consulting | $1,339 |
Service code 12 · EIN 13-3689044 | Recordkeeping fees; Recordkeeping and... | $1,127 |
LPL FINANCIAL3+ years Service code 16 · EIN 95-2834236 | Consulting | $0 |
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 | $116,502 | $59,186+96.8% | $76,768+51.8% | $56,287+107.0% |
| Participation rate | 81.4% | 75.2%+6.2pp | 77.0%+4.4pp | 69.9%+11.5pp |
| Annual return | -1.79% | 6.62%-8.4pp | 2.43%-4.2pp | -9.96%+8.2pp |
| Employer contribution / active EE | $0 | $1,759-100.0% | $2,485-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $4,634 | $3,255+42.4% | $3,852+20.3% | $3,350+38.3% |
| Admin fee / account holder | $9 | $489-98.1% | $6,675-99.9% | $521-98.2% |