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 FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 55 · EIN 04-3046611 | Other Commissions | $30,579 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,075 |
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 | $55,997 | $75,284-25.6% | $91,001-38.5% | $69,631-19.6% |
| Participation rate | 98.3% | 80.4%+17.9pp | 75.6%+22.7pp | 70.7%+27.6pp |
| Annual return | 14.75% | 48.40%-33.7pp | 4.60%+10.1pp | 27571.02%-27556.3pp |
| Employer contribution / active EE | $2,151 | $2,473-13.0% | $2,456-12.4% | $2,032+5.9% |
| Participant deferral / active EE | $2,297 | $3,700-37.9% | $3,547-35.2% | $3,224-28.7% |
| Admin fee / account holder | $6 | $111-94.2% | $5,417-99.9% | $110-94.2% |