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 FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 95-2834236 | Advisory (Plan) | $13,727 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,651 |
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 | $33,406 | $63,299-47.2% | $91,001-63.3% | $62,292-46.4% |
| Participation rate | 79.0% | 73.3%+5.7pp | 75.6%+3.4pp | 69.5%+9.5pp |
| Annual return | 18.68% | 20.99%-2.3pp | 4.60%+14.1pp | 28.90%-10.2pp |
| Employer contribution / active EE | $0 | $1,807-100.0% | $2,456-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,383 | $2,943-19.0% | $3,547-32.8% | $3,169-24.8% |
| Admin fee / account holder | $100 | $468-78.6% | $5,417-98.1% | $479-79.1% |