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 FINANCIAL4+ years Filed as: LPL FINANCIAL LLC Service code 55 · EIN 04-3046611 | Other Commissions | $22,305 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,900 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $120,089 | $49,138+144.4% | $84,015+42.9% | $65,185+84.2% |
| Participation rate | 53.3% | 60.7%-7.5pp | 69.0%-15.7pp | 70.2%-16.9pp |
| Annual return | 19.14% | 23.00%-3.9pp | 71.31%-52.2pp | 29.38%-10.2pp |
| Employer contribution / active EE | $661 | $914-27.7% | $1,983-66.7% | $2,177-69.6% |
| Participant deferral / active EE | $3,632 | $2,397+51.5% | $3,239+12.2% | $3,514+3.4% |
| Admin fee / account holder | $22 | $543-95.9% | $6,101-99.6% | $847-97.4% |