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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $16,617 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $8,570 |
Filed as: INDEPENDENT ADVISOR ALLIANCE Service code 27 · EIN 46-3825461 | Advisory (Plan) | $5,542 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,238 | $40,385+14.5% | $80,569-42.6% | $74,419-37.9% |
| Participation rate | 30.2% | 47.4%-17.3pp | 67.0%-36.8pp | 70.7%-40.6pp |
| Annual return | 15.92% | 164.85%-148.9pp | 935.43%-919.5pp | 34.38%-18.5pp |
| Employer contribution / active EE | $203 | $1,496-86.5% | $2,723-92.6% | $2,637-92.3% |
| Participant deferral / active EE | $879 | $2,674-67.1% | $4,447-80.2% | $4,528-80.6% |
| Admin fee / account holder | $295 | $720-59.0% | $5,377-94.5% | $348-15.1% |