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 FINANCIAL7 years Filed as: LPL FINANCIAL LLC Service code 55 · EIN 04-3046611 | Other Commissions | $42,950 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,985 |
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 | $97,538 | $26,114+273.5% | $58,482+66.8% | $74,419+31.1% |
| Participation rate | 16.8% | 32.1%-15.3pp | 50.9%-34.0pp | 70.7%-53.9pp |
| Annual return | 16.43% | 32.51%-16.1pp | 4239.32%-4222.9pp | 34.38%-17.9pp |
| Employer contribution / active EE | $335 | $536-37.4% | $1,053-68.2% | $2,637-87.3% |
| Participant deferral / active EE | $821 | $1,075-23.6% | $1,924-57.3% | $4,528-81.9% |
| Admin fee / account holder | $11 | $649-98.4% | $2,516-99.6% | $348-97.0% |