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 FINANCIAL1 year Filed as: LPL FINANCIAL, LLC Service code 27 4707 EXECUTIVE DRIVE · SAN DIEGO, CA 92121 | Advisory (Plan) | $29,899 |
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 | $135,098 | $73,638+83.5% | $95,952+40.8% | $73,488+83.8% |
| Participation rate | 83.9% | 76.2%+7.7pp | 77.1%+6.8pp | 70.7%+13.2pp |
| Annual return | 16.29% | 16.78%-0.5pp | 91.61%-75.3pp | 28.51%-12.2pp |
| Employer contribution / active EE | $1,536 | $1,863-17.6% | $2,541-39.6% | $2,270-32.3% |
| Participant deferral / active EE | $4,210 | $3,617+16.4% | $4,167+1.0% | $3,740+12.6% |
| Admin fee / account holder | $5 | $482-99.0% | $6,795-99.9% | $513-99.0% |