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 CORPORATION Service code 99 | Other Fees | $32,644 |
Filed as: PLAN DESIGN CONSULTANTS Service code 49 · EIN 94-2936206 | Other Services | $6,495 |
LPL FINANCIAL4 years Filed as: LPL FINANCIAL CORP Service code 99 · EIN 04-3046611 | Other Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,166 | $100,923-61.2% | $150,045-73.9% | $74,304-47.3% |
| Participation rate | 92.2% | 70.1%+22.2pp | 82.3%+9.9pp | 60.3%+31.9pp |
| Annual return | 17.41% | 51.77%-34.4pp | 62.55%-45.1pp | 29.43%-12.0pp |
| Employer contribution / active EE | $1,567 | $3,463-54.8% | $4,693-66.6% | $2,241-30.1% |
| Participant deferral / active EE | $12,781 | $6,709+90.5% | $7,997+59.8% | $3,767+239.3% |
| Admin fee / account holder | $32 | $2,767-98.9% | $13,435-99.8% | $2,969-98.9% |