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 |
|---|---|---|
Service code 37 · EIN 35-0145825 | Loan Processing | $21,364 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 26 · EIN 04-3046611 | Advisory (Participants) | $7,595 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $15,161 | $62,928-75.9% | $172,739-91.2% | $67,579-77.6% |
| Participation rate | 43.0% | 64.5%-21.5pp | 82.6%-39.7pp | 71.3%-28.3pp |
| Annual return | 4.79% | 30.36%-25.6pp | 802.84%-798.0pp | 378.56%-373.8pp |
| Employer contribution / active EE | $308 | $1,636-81.1% | $5,143-94.0% | $2,148-85.6% |
| Participant deferral / active EE | $827 | $2,145-61.5% | $5,198-84.1% | $3,539-76.6% |
| Admin fee / account holder | $58 | $167-65.3% | $13,954-99.6% | $142-59.4% |