Filed April 7, 2021
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 26 · EIN 04-3046611 | Advisory (Participants) | $20,562 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $5,555 |
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 | $70,412 | $130,194-45.9% | $169,993-58.6% | $71,457-1.5% |
| Participation rate | 88.7% | 86.1%+2.6pp | 87.0%+1.7pp | 67.9%+20.8pp |
| Annual return | 18.14% | 20.37%-2.2pp | 53.37%-35.2pp | 28.85%-10.7pp |
| Employer contribution / active EE | $2,012 | $4,381-54.1% | $6,785-70.4% | $2,588-22.3% |
| Participant deferral / active EE | $4,232 | $6,923-38.9% | $10,408-59.3% | $4,289-1.3% |
| Admin fee / account holder | $183 | $966-81.1% | $12,815-98.6% | $1,587-88.5% |