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 55 · EIN 95-2834236 | Other Commissions | $7,915 |
Service code 37 · EIN 04-2647786 | Loan Processing | $756 |
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 | $45,643 | $56,199-18.8% | $67,652-32.5% | $59,632-23.5% |
| Participation rate | 69.1% | 71.5%-2.3pp | 75.7%-6.5pp | 68.7%+0.5pp |
| Annual return | -1.26% | 18505.31%-18506.6pp | 6625.04%-6626.3pp | 2041.28%-2042.5pp |
| Employer contribution / active EE | $3,006 | $1,614+86.2% | $2,266+32.7% | $2,203+36.5% |
| Participant deferral / active EE | $1,988 | $2,844-30.1% | $3,560-44.2% | $3,192-37.7% |
| Admin fee / account holder | $10 | $3,958-99.7% | $4,821-99.8% | $4,297-99.8% |