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 FINANCIAL7 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $33,192 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$8,008 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,118 | $91,407-3.6% | $135,903-35.2% | $71,457+23.3% |
| Participation rate | 78.0% | 75.7%+2.3pp | 81.9%-3.9pp | 67.9%+10.1pp |
| Annual return | 18.87% | 29.90%-11.0pp | 68.23%-49.4pp | 28.85%-10.0pp |
| Employer contribution / active EE | $1,828 | $3,703-50.6% | $4,856-62.4% | $2,588-29.3% |
| Participant deferral / active EE | $9,150 | $7,092+29.0% | $7,758+17.9% | $4,289+113.3% |
| Admin fee / account holder | $147 | $1,266-88.4% | $10,762-98.6% | $1,587-90.7% |