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 FINANCIAL1+ years Filed as: LPL FINANCIAL CORPORATION Service code 27 · EIN 95-2834236 | Advisory (Plan) | $64,695 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,555 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $31,430 | $57,096-45.0% | $94,224-66.6% | $55,191-43.1% |
| Participation rate | 74.4% | 75.7%-1.3pp | 78.8%-4.4pp | 69.2%+5.3pp |
| Annual return | -0.09% | 159.65%-159.7pp | 10.68%-10.8pp | 10.78%-10.9pp |
| Employer contribution / active EE | $0 | $1,708-100.0% | $3,587-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $2,397 | $3,165-24.3% | $4,320-44.5% | $3,046-21.3% |
| Admin fee / account holder | $70 | $89-21.0% | $6,269-98.9% | $91-22.3% |