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 FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 55 · EIN 04-3046611 | Other Commissions | $17,865 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$10,211 |
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 | $72,740 | $81,474-10.7% | $133,956-45.7% | $73,488-1.0% |
| Participation rate | 95.2% | 76.4%+18.9pp | 79.8%+15.4pp | 70.7%+24.6pp |
| Annual return | 19.48% | 19.40%+0.1pp | 45.09%-25.6pp | 28.51%-9.0pp |
| Employer contribution / active EE | $368 | $2,209-83.3% | $3,919-90.6% | $2,270-83.8% |
| Participant deferral / active EE | $3,891 | $3,786+2.8% | $5,048-22.9% | $3,740+4.1% |
| Admin fee / account holder | -$71 | $713-110.0% | $8,927-100.8% | $513-113.9% |