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 | $31,392 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,925 |
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 | $46,318 | $65,223-29.0% | $80,019-42.1% | $55,725-16.9% |
| Participation rate | 95.8% | 80.6%+15.3pp | 75.8%+20.0pp | 70.9%+25.0pp |
| Annual return | -3.72% | 7.59%-11.3pp | 11.22%-14.9pp | 244.93%-248.6pp |
| Employer contribution / active EE | $2,179 | $2,544-14.3% | $2,468-11.7% | $2,078+4.9% |
| Participant deferral / active EE | $2,264 | $3,881-41.7% | $3,686-38.6% | $3,356-32.5% |
| Admin fee / account holder | $6 | $114-94.8% | $6,521-99.9% | $115-94.8% |