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 FINANCIAL3 years Filed as: LPL FINANCIAL LLC Service code 55 · EIN 04-3046611 | Other Commissions | $8,701 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,575 |
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 | $52,865 | $57,354-7.8% | $83,848-37.0% | $64,186-17.6% |
| Participation rate | 48.9% | 68.6%-19.7pp | 76.1%-27.2pp | 69.6%-20.6pp |
| Annual return | -5.79% | 11.38%-17.2pp | 850.88%-856.7pp | 7.63%-13.4pp |
| Employer contribution / active EE | $819 | $2,545-67.8% | $3,631-77.4% | $2,381-65.6% |
| Participant deferral / active EE | $2,312 | $2,993-22.7% | $4,082-43.4% | $3,470-33.4% |
| Admin fee / account holder | $39 | $4,046-99.0% | $5,478-99.3% | $4,888-99.2% |