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 FINANCIAL3+ years Service code 99 · EIN 04-3046611 | Other Fees | $7,193 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $41,829 | $64,909-35.6% | $82,313-49.2% | $62,292-32.9% |
| Participation rate | 72.0% | 74.9%-2.9pp | 76.9%-4.9pp | 69.5%+2.5pp |
| Annual return | 13.44% | 21.18%-7.7pp | 25.88%-12.4pp | 28.90%-15.5pp |
| Employer contribution / active EE | $1,333 | $1,676-20.5% | $2,428-45.1% | $2,042-34.7% |
| Participant deferral / active EE | $2,093 | $3,103-32.6% | $3,706-43.5% | $3,169-34.0% |
| Admin fee / account holder | $27 | $440-93.8% | $5,608-99.5% | $479-94.3% |