Filed March 31, 2025 (most recent of 4 filings on file)
Total covered: 17 employees
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 FINANCIAL6 years Filed as: LPL FINANCIAL LLC Service code 55 · EIN 04-3046611 | Other Commissions | $45,976 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,640 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,017 | $30,086+225.8% | $61,373+59.7% | $64,808+51.2% |
| Participation rate | 45.2% | 36.4%+8.8pp | 52.6%-7.4pp | 71.5%-26.3pp |
| Annual return | -17.48% | -13.99%-3.5pp | 338.61%-356.1pp | 32.82%-50.3pp |
| Employer contribution / active EE | $944 | $536+76.0% | $1,159-18.6% | $2,506-62.3% |
| Participant deferral / active EE | $2,191 | $1,126+94.6% | $2,125+3.1% | $4,310-49.2% |
| Admin fee / account holder | $10 | $148-93.6% | $2,130-99.6% | $188-94.9% |