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 95-2834236 | Other Commissions | $62,106 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,775 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $28,360 | $96,458-70.6% | $136,294-79.2% | $77,958-63.6% |
| Participation rate | 73.4% | 75.4%-1.9pp | 81.9%-8.5pp | 71.6%+1.8pp |
| Annual return | 32.05% | 23.78%+8.3pp | 5155.94%-5123.9pp | 20.87%+11.2pp |
| Employer contribution / active EE | $1,318 | $3,144-58.1% | $4,695-71.9% | $2,310-43.0% |
| Participant deferral / active EE | $4,889 | $5,902-17.2% | $6,247-21.7% | $3,537+38.2% |
| Admin fee / account holder | $2 | $80-97.3% | $9,243-100.0% | $97-97.8% |