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 FINANCIAL8 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $37,362 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$4,697 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $97,047 | $101,317-4.2% | $146,958-34.0% | $74,495+30.3% |
| Participation rate | 68.2% | 75.5%-7.3pp | 82.2%-14.0pp | 67.2%+1.0pp |
| Annual return | 15.74% | 8730.91%-8715.2pp | 418.34%-402.6pp | 1364.94%-1349.2pp |
| Employer contribution / active EE | $1,235 | $3,810-67.6% | $4,933-75.0% | $2,623-52.9% |
| Participant deferral / active EE | $5,840 | $7,303-20.0% | $8,070-27.6% | $4,346+34.4% |
| Admin fee / account holder | $196 | $1,739-88.8% | $12,998-98.5% | $1,942-89.9% |