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 FINANCIAL5 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $37,396 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$8,392 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $90,697 | $104,475-13.2% | $159,436-43.1% | $79,386+14.2% |
| Participation rate | 74.2% | 76.6%-2.4pp | 82.8%-8.6pp | 70.7%+3.5pp |
| Annual return | 13.81% | 67.95%-54.1pp | 263.57%-249.8pp | 116.85%-103.0pp |
| Employer contribution / active EE | $1,583 | $3,417-53.7% | $4,829-67.2% | $2,427-34.8% |
| Participant deferral / active EE | $6,728 | $6,467+4.0% | $7,352-8.5% | $4,046+66.3% |
| Admin fee / account holder | $164 | $711-77.0% | $10,799-98.5% | $626-73.8% |