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 FINANCIAL4 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $17,827 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$3,362 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,031 | $88,634-36.8% | $101,326-44.7% | $74,304-24.6% |
| Participation rate | 82.8% | 76.9%+5.9pp | 81.5%+1.3pp | 60.3%+22.4pp |
| Annual return | 16.96% | 33.10%-16.1pp | 36.82%-19.9pp | 29.43%-12.5pp |
| Employer contribution / active EE | $568 | $2,930-80.6% | $3,665-84.5% | $2,241-74.7% |
| Participant deferral / active EE | $3,927 | $7,322-46.4% | $7,994-50.9% | $3,767+4.2% |
| Admin fee / account holder | $98 | $2,425-96.0% | $11,185-99.1% | $2,969-96.7% |