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 FINANCIAL9 years Filed as: LPL FINANCIAL LLC Service code 55 · EIN 04-3046611 | Other Commissions | $11,897 |
Service code 37 · EIN 04-2647786 | Loan Processing | $10,446 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $41,054 | $48,230-14.9% | $67,502-39.2% | $80,856-49.2% |
| Participation rate | 41.4% | 66.4%-25.0pp | 72.9%-31.5pp | 67.6%-26.3pp |
| Annual return | 14.25% | 18.28%-4.0pp | 3512.12%-3497.9pp | 35.59%-21.3pp |
| Employer contribution / active EE | $661 | $2,020-67.3% | $2,731-75.8% | $2,755-76.0% |
| Participant deferral / active EE | $3,806 | $2,924+30.2% | $4,000-4.9% | $4,296-11.4% |
| Admin fee / account holder | $87 | $3,681-97.6% | $3,998-97.8% | $6,918-98.7% |