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 17 · EIN 95-2834236 4707 EXECUTIVE DRIVE · SAN DIEGO, CA 921213091 | Pension Consulting | $8,017 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $29,483 | $39,286-25.0% | $80,716-63.5% | $79,386-62.9% |
| Participation rate | 26.2% | 41.0%-14.7pp | 54.2%-27.9pp | 70.7%-44.5pp |
| Annual return | 12.68% | 98.95%-86.3pp | 87.28%-74.6pp | 116.85%-104.2pp |
| Employer contribution / active EE | $669 | $594+12.7% | $1,160-42.3% | $2,427-72.4% |
| Participant deferral / active EE | $760 | $1,264-39.8% | $2,146-64.6% | $4,046-81.2% |
| Admin fee / account holder | $30 | $647-95.3% | $3,380-99.1% | $626-95.2% |