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 | $18,226 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL CORPORATION Service code 55 · EIN 95-2834236 | Other Commissions | $0 |
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 | $69,525 | $39,245+77.2% | $64,105+8.5% | $52,331+32.9% |
| Participation rate | 30.0% | 58.2%-28.2pp | 68.2%-38.1pp | 68.1%-38.1pp |
| Annual return | -0.20% | 14.79%-15.0pp | 791.24%-791.4pp | 4.54%-4.7pp |
| Employer contribution / active EE | $297 | $736-59.6% | $1,820-83.7% | $1,882-84.2% |
| Participant deferral / active EE | $1,852 | $1,992-7.0% | $2,822-34.4% | $3,022-38.7% |
| Admin fee / account holder | $28 | $592-95.3% | $4,499-99.4% | $592-95.3% |