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 FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $25,626 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,556 |
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 | $51,623 | $73,102-29.4% | $123,544-58.2% | $56,287-8.3% |
| Participation rate | 78.6% | 74.3%+4.3pp | 82.3%-3.7pp | 69.9%+8.8pp |
| Annual return | -6.51% | 3.01%-9.5pp | 119.20%-125.7pp | -9.96%+3.4pp |
| Employer contribution / active EE | $2,015 | $2,977-32.3% | $4,628-56.5% | $2,111-4.5% |
| Participant deferral / active EE | $6,498 | $5,423+19.8% | $6,426+1.1% | $3,350+94.0% |
| Admin fee / account holder | $122 | $554-78.0% | $9,284-98.7% | $521-76.6% |