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 04-3046611 | Other Commissions | $4,215 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,625 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported that benefits due were not provided when due.
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 | $46,265 | $63,346-27.0% | $92,233-49.8% | $70,131-34.0% |
| Participation rate | 61.2% | 68.7%-7.4pp | 76.5%-15.3pp | 69.5%-8.3pp |
| Annual return | 14.36% | 530.12%-515.8pp | 176.28%-161.9pp | 73.14%-58.8pp |
| Employer contribution / active EE | $803 | $2,471-67.5% | $3,679-78.2% | $2,342-65.7% |
| Participant deferral / active EE | $2,172 | $2,854-23.9% | $3,897-44.3% | $3,332-34.8% |
| Admin fee / account holder | $32 | $3,840-99.2% | $5,194-99.4% | $4,645-99.3% |