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 | $29,071 |
Service code 37 · EIN 04-2647786 | Loan Processing | $944 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $49,389 | $155,795-68.3% | $136,294-63.8% | $69,631-29.1% |
| Participation rate | 70.3% | 75.2%-5.0pp | 81.9%-11.6pp | 70.7%-0.4pp |
| Annual return | 39.01% | 232464.33%-232425.3pp | 5155.94%-5116.9pp | 27571.02%-27532.0pp |
| Employer contribution / active EE | $1 | $2,991-100.0% | $4,695-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $10,241 | $5,394+89.9% | $6,247+63.9% | $3,224+217.7% |
| Admin fee / account holder | $3 | $128-97.9% | $9,243-100.0% | $110-97.5% |