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) | $32,452 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,650 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $83,650 | $99,957-16.3% | $149,696-44.1% | $73,488+13.8% |
| Participation rate | 82.5% | 75.7%+6.8pp | 82.5%0pp | 70.7%+11.8pp |
| Annual return | 14.78% | 53.87%-39.1pp | 276.60%-261.8pp | 28.51%-13.7pp |
| Employer contribution / active EE | $2,488 | $3,191-22.0% | $4,644-46.4% | $2,270+9.6% |
| Participant deferral / active EE | $8,407 | $6,073+38.4% | $6,842+22.9% | $3,740+124.8% |
| Admin fee / account holder | $247 | $551-55.1% | $9,309-97.3% | $513-51.8% |