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 FINANACIAL Service code 99 | Other Fees | $6,532 |
LPL FINANCIAL5+ years Service code 99 · EIN 04-3046611 | Other Fees | $0 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $102,535 | $52,953+93.6% | $172,739-40.6% | $65,185+57.3% |
| Participation rate | 4.1% | 66.2%-62.1pp | 82.6%-78.6pp | 70.2%-66.1pp |
| Annual return | 18.40% | 30.12%-11.7pp | 802.84%-784.4pp | 29.38%-11.0pp |
| Employer contribution / active EE | $1,209 | $2,190-44.8% | $5,143-76.5% | $2,177-44.4% |
| Participant deferral / active EE | $680 | $2,471-72.5% | $5,198-86.9% | $3,514-80.7% |
| Admin fee / account holder | $141 | $472-70.1% | $13,954-99.0% | $847-83.3% |