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 FINANCIAL7 years Filed as: LPL FINANCIAL LLC Service code 55 · EIN 04-3046611 | Other Commissions | $27,917 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,075 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $29,186 | $56,503-48.3% | $70,092-58.4% | $64,808-55.0% |
| Participation rate | 50.2% | 70.5%-20.3pp | 70.5%-20.3pp | 71.5%-21.3pp |
| Annual return | -15.14% | -13.44%-1.7pp | 190.73%-205.9pp | 32.82%-48.0pp |
| Employer contribution / active EE | $985 | $2,046-51.9% | $2,559-61.5% | $2,506-60.7% |
| Participant deferral / active EE | $735 | $3,389-78.3% | $3,849-80.9% | $4,310-82.9% |
| Admin fee / account holder | $14 | $160-91.1% | $6,267-99.8% | $188-92.4% |