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 Filed as: LPL FINANCIAL LLC Service code 55 · EIN 04-3046611 | Other Commissions | $14,299 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$22,687 |
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 | $60,483 | $86,655-30.2% | $119,609-49.4% | $66,914-9.6% |
| Participation rate | 93.5% | 75.6%+18.0pp | 79.3%+14.3pp | 69.8%+23.7pp |
| Annual return | -16.99% | -8.00%-9.0pp | -14.97%-2.0pp | 1.58%-18.6pp |
| Employer contribution / active EE | $1,418 | $2,536-44.1% | $4,232-66.5% | $2,544-44.3% |
| Participant deferral / active EE | $4,141 | $4,358-5.0% | $5,602-26.1% | $4,237-2.3% |
| Admin fee / account holder | -$155 | $755-120.6% | $10,323-101.5% | $593-126.2% |