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 | $16,361 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,375 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $23,964 | $155,795-84.6% | $136,294-82.4% | $69,631-65.6% |
| Participation rate | 85.7% | 75.2%+10.4pp | 81.9%+3.7pp | 70.7%+15.0pp |
| Annual return | 42.32% | 232464.33%-232422.0pp | 5155.94%-5113.6pp | 27571.02%-27528.7pp |
| Employer contribution / active EE | $0 | $2,991-100.0% | $4,695-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $6,694 | $5,394+24.1% | $6,247+7.2% | $3,224+107.7% |
| Admin fee / account holder | $3 | $128-97.5% | $9,243-100.0% | $110-97.0% |