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 · EIN 95-2834236 | Advisory (Plan) | $14,620 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,295 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $29,812 | $56,629-47.4% | $77,999-61.8% | $55,167-46.0% |
| Participation rate | 78.0% | 73.3%+4.7pp | 75.5%+2.5pp | 69.0%+9.0pp |
| Annual return | 7.78% | 2866.98%-2859.2pp | 425.96%-418.2pp | 169.23%-161.4pp |
| Employer contribution / active EE | $0 | $1,723-100.0% | $2,470-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,122 | $2,777-23.6% | $3,497-39.3% | $3,054-30.5% |
| Admin fee / account holder | $92 | $467-80.2% | $5,480-98.3% | $504-81.7% |