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 FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 55 · EIN 04-3046611 | Other Commissions | $9,711 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$688 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $35,742 | $80,753-55.7% | $136,294-73.8% | $62,292-42.6% |
| Participation rate | 69.6% | 73.5%-3.9pp | 81.9%-12.3pp | 69.5%+0.1pp |
| Annual return | 27.68% | 35.83%-8.2pp | 5155.94%-5128.3pp | 28.90%-1.2pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,695-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $8,236 | $5,164+59.5% | $6,247+31.8% | $3,169+159.9% |
| Admin fee / account holder | $1 | $525-99.8% | $9,243-100.0% | $479-99.7% |