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 60 · EIN 04-2647786 | Sub-TA Fees | $20,359 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 95-2834236 | Advisory (Plan) | $15,502 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $84,127 | $56,277+49.5% | $80,975+3.9% | $62,891+33.8% |
| Participation rate | 94.8% | 69.0%+25.8pp | 75.8%+19.0pp | 69.3%+25.5pp |
| Annual return | 8.53% | 22.12%-13.6pp | 17.10%-8.6pp | 20.14%-11.6pp |
| Employer contribution / active EE | $0 | $1,943-100.0% | $3,714-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,981 | $4,195-5.1% | $5,696-30.1% | $3,203+24.3% |
| Admin fee / account holder | $286 | $3,741-92.3% | $5,516-94.8% | $4,296-93.3% |