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 | $35,263 |
Service code 37 · EIN 04-2647786 | Loan Processing | $18,476 |
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 | $111,928 | $44,960+149.0% | $84,966+31.7% | $74,495+50.3% |
| Participation rate | 92.4% | 49.4%+43.0pp | 67.5%+24.9pp | 67.2%+25.2pp |
| Annual return | 16.23% | 26.24%-10.0pp | 66.38%-50.1pp | 1364.94%-1348.7pp |
| Employer contribution / active EE | $737 | $1,457-49.4% | $2,727-73.0% | $2,623-71.9% |
| Participant deferral / active EE | $8,360 | $2,731+206.1% | $4,519+85.0% | $4,346+92.4% |
| Admin fee / account holder | $82 | $2,209-96.3% | $6,149-98.7% | $1,942-95.8% |