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 35-0145825 | Loan Processing | $18,038 |
LPL FINANCIAL2+ years Filed as: LPL FINANCIAL LLC Service code 26 · EIN 04-3046611 | Advisory (Participants) | $6,634 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,157 | $74,024-75.5% | $77,999-76.7% | $57,658-68.5% |
| Participation rate | 26.1% | 79.7%-53.7pp | 75.5%-49.4pp | 70.2%-44.1pp |
| Annual return | 10.07% | 12.14%-2.1pp | 425.96%-415.9pp | 5.13%+4.9pp |
| Employer contribution / active EE | $585 | $2,365-75.3% | $2,470-76.3% | $1,974-70.4% |
| Participant deferral / active EE | $1,185 | $3,533-66.5% | $3,497-66.1% | $3,061-61.3% |
| Admin fee / account holder | $40 | $93-57.3% | $5,480-99.3% | $95-57.9% |