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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $31,987 |
LPL FINANCIAL6 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $31,968 |
Participant contribution per participant 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 | $61,255 | $86,655-29.3% | $119,609-48.8% | $66,914-8.5% |
| Participation rate | 77.8% | 75.6%+2.2pp | 79.3%-1.5pp | 69.8%+8.0pp |
| Annual return | -16.45% | -8.00%-8.4pp | -14.97%-1.5pp | 1.58%-18.0pp |
| Employer contribution / active EE | $4,779 | $2,536+88.4% | $4,232+12.9% | $2,544+87.8% |
| Participant deferral / active EE | $1,231 | $4,358-71.7% | $5,602-78.0% | $4,237-70.9% |
| Admin fee / account holder | $293 | $755-61.1% | $10,323-97.2% | $593-50.5% |