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 27 · EIN 04-3046611 | Advisory (Plan) | $19,869 |
Service code 37 · EIN 04-2647786 | Loan Processing | $11,952 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $29,990 | $99,957-70.0% | $149,696-80.0% | $73,488-59.2% |
| Participation rate | 74.9% | 75.7%-0.8pp | 82.5%-7.6pp | 70.7%+4.2pp |
| Annual return | 25.00% | 53.87%-28.9pp | 276.60%-251.6pp | 28.51%-3.5pp |
| Employer contribution / active EE | $1,205 | $3,191-62.3% | $4,644-74.1% | $2,270-46.9% |
| Participant deferral / active EE | $2,366 | $6,073-61.0% | $6,842-65.4% | $3,740-36.7% |
| Admin fee / account holder | $176 | $551-68.1% | $9,309-98.1% | $513-65.7% |