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 | $23,150 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,750 |
Employer contribution per participant 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 | $35,686 | $54,320-34.3% | $67,652-47.3% | $52,331-31.8% |
| Participation rate | 89.7% | 73.6%+16.1pp | 75.7%+14.0pp | 68.1%+21.6pp |
| Annual return | -1.36% | 6.81%-8.2pp | 6625.04%-6626.4pp | 4.54%-5.9pp |
| Employer contribution / active EE | $0 | $1,544-100.0% | $2,266-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $3,409 | $2,950+15.5% | $3,560-4.2% | $3,022+12.8% |
| Admin fee / account holder | $7 | $527-98.7% | $4,821-99.9% | $592-98.9% |