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 FINANCIAL7 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $31,176 |
Service code 37 · EIN 04-2647786 | Loan Processing | $27,491 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,908 | $82,978-24.2% | $129,995-51.6% | $71,457-12.0% |
| Participation rate | 83.7% | 74.1%+9.6pp | 78.5%+5.2pp | 67.9%+15.7pp |
| Annual return | 15.95% | 20.60%-4.6pp | -137.18%+153.1pp | 28.85%-12.9pp |
| Employer contribution / active EE | $1,065 | $2,622-59.4% | $4,320-75.3% | $2,588-58.8% |
| Participant deferral / active EE | $5,196 | $4,432+17.2% | $5,820-10.7% | $4,289+21.1% |
| Admin fee / account holder | $257 | $1,729-85.1% | $10,614-97.6% | $1,587-83.8% |