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 4-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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $23,831 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $16,635 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,019 | $64,612-47.3% | $86,436-60.6% | $64,808-47.5% |
| Participation rate | 77.9% | 81.5%-3.5pp | 80.3%-2.4pp | 71.5%+6.5pp |
| Annual return | 54.54% | 0.66%+53.9pp | 4394.89%-4340.4pp | 32.82%+21.7pp |
| Employer contribution / active EE | $0 | $2,744-100.0% | $3,769-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $5,607 | $7,497-25.2% | $6,952-19.3% | $4,310+30.1% |
| Admin fee / account holder | $144 | $169-14.9% | $6,731-97.9% | $188-23.4% |