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 27 · EIN 47-1411118 | Advisory (Plan) | $8,446 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,490 |
LPL FINANCIAL4 years Filed as: LPL FINANCIAL LLC Service code 55 · EIN 04-3046611 | Other Commissions | $5,461 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,239 | $82,978-21.4% | $129,995-49.8% | $71,457-8.7% |
| Participation rate | 93.1% | 74.1%+19.1pp | 78.5%+14.6pp | 67.9%+25.2pp |
| Annual return | 19.08% | 20.60%-1.5pp | -137.18%+156.3pp | 28.85%-9.8pp |
| Employer contribution / active EE | $1,401 | $2,622-46.5% | $4,320-67.6% | $2,588-45.8% |
| Participant deferral / active EE | $3,690 | $4,432-16.7% | $5,820-36.6% | $4,289-14.0% |
| Admin fee / account holder | $89 | $1,729-94.8% | $10,614-99.2% | $1,587-94.4% |