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 year Service code 52 RP COMPENSATION PROCESSING · SAN DIEGO, CA 92150 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,741 | $77,899-24.6% | $149,673-60.8% | $75,163-21.8% |
| Participation rate | 51.6% | 65.6%-13.9pp | 78.8%-27.1pp | 67.2%-15.5pp |
| Annual return | 17.23% | 31.72%-14.5pp | 134.42%-117.2pp | 160.62%-143.4pp |
| Employer contribution / active EE | $1,955 | $3,137-37.7% | $4,818-59.4% | $2,670-26.8% |
| Participant deferral / active EE | $8,472 | $3,411+148.4% | $5,680+49.2% | $4,125+105.4% |
| Admin fee / account holder | $82 | $5,956-98.6% | $13,210-99.4% | $5,651-98.6% |