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 37 · EIN 04-2647786 | Loan Processing | $21,060 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $11,684 |
LPL FINANCIAL5+ years Filed as: LPL FINANCIAL LLC Service code 55 · EIN 04-3046611 | Other Commissions | $10,225 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $124,059 | $54,573+127.3% | $90,951+36.4% | $73,488+68.8% |
| Participation rate | 41.2% | 61.2%-20.0pp | 69.0%-27.8pp | 70.7%-29.5pp |
| Annual return | 10.94% | 16.69%-5.8pp | 134.60%-123.7pp | 28.51%-17.6pp |
| Employer contribution / active EE | $493 | $991-50.3% | $2,122-76.8% | $2,270-78.3% |
| Participant deferral / active EE | $2,752 | $2,517+9.3% | $3,373-18.4% | $3,740-26.4% |
| Admin fee / account holder | $356 | $521-31.7% | $5,959-94.0% | $513-30.6% |