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 26 · EIN 71-0294708 | Advisory (Participants) | $33,499 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL CORPORATION Service code 55 4707 EXECUTIVE DRIVE · SAN DIEGO, CA 92121 | Other Commissions | $26,478 |
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 | $82,983 | $136,307-39.1% | $177,821-53.3% | $73,488+12.9% |
| Participation rate | 87.2% | 86.1%+1.1pp | 87.7%-0.5pp | 70.7%+16.5pp |
| Annual return | 13.56% | 18.68%-5.1pp | 48.32%-34.8pp | 28.51%-15.0pp |
| Employer contribution / active EE | $2,235 | $3,712-39.8% | $5,918-62.2% | $2,270-1.6% |
| Participant deferral / active EE | $5,339 | $5,829-8.4% | $7,714-30.8% | $3,740+42.8% |
| Admin fee / account holder | $192 | $596-67.7% | $12,427-98.5% | $513-62.5% |