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 FINANCIAL4 years Filed as: LPL FINANCIAL LLC Service code 55 · EIN 04-3046611 | Other Commissions | $103,508 |
Service code 37 · EIN 04-2647786 | Loan Processing | $10,748 |
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 | $36,167 | $101,523-64.4% | $141,162-74.4% | $77,787-53.5% |
| Participation rate | 84.5% | 77.4%+7.1pp | 82.5%+2.0pp | 73.2%+11.2pp |
| Annual return | 34.63% | 56.22%-21.6pp | 71.39%-36.8pp | 32.57%+2.1pp |
| Employer contribution / active EE | $3,809 | $3,341+14.0% | $4,735-19.6% | $2,504+52.1% |
| Participant deferral / active EE | $6,740 | $6,434+4.8% | $6,709+0.5% | $3,967+69.9% |
| Admin fee / account holder | $3 | $92-96.2% | $10,261-100.0% | $100-96.5% |