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 27 · EIN 95-2834236 | Advisory (Plan) | $32,751 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,250 |
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 | $30,388 | $80,177-62.1% | $123,892-75.5% | $57,658-47.3% |
| Participation rate | 88.1% | 74.4%+13.7pp | 81.4%+6.7pp | 70.2%+17.9pp |
| Annual return | 8.27% | 17.90%-9.6pp | 47.52%-39.2pp | 5.13%+3.1pp |
| Employer contribution / active EE | $1,671 | $2,913-42.6% | $4,617-63.8% | $1,974-15.3% |
| Participant deferral / active EE | $5,402 | $5,130+5.3% | $5,984-9.7% | $3,061+76.5% |
| Admin fee / account holder | $88 | $106-17.5% | $8,357-99.0% | $95-7.2% |