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 60 · EIN 04-2647786 | Sub-TA Fees | $25,988 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $7,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $19,588 | $28,416-31.1% | $73,545-73.4% | $69,631-71.9% |
| Participation rate | 38.2% | 38.3%-0.2pp | 54.9%-16.8pp | 70.7%-32.5pp |
| Annual return | 24.10% | -694.13%+718.2pp | -15.16%+39.3pp | 27571.02%-27546.9pp |
| Employer contribution / active EE | $581 | $430+35.0% | $1,219-52.3% | $2,032-71.4% |
| Participant deferral / active EE | $1,001 | $897+11.6% | $1,806-44.6% | $3,224-68.9% |
| Admin fee / account holder | $167 | $104+60.5% | $2,320-92.8% | $110+51.6% |