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 FINANCIAL3+ years Filed as: LPL FINANCIAL LLC Service code 55 · EIN 04-3046611 | Other Commissions | $15,419 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,037 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $30,705 | $23,119+32.8% | $71,086-56.8% | $75,289-59.2% |
| Participation rate | 12.2% | 36.3%-24.1pp | 54.7%-42.4pp | 72.4%-60.2pp |
| Annual return | -4.82% | -3.32%-1.5pp | 650.59%-655.4pp | -0.04%-4.8pp |
| Employer contribution / active EE | $0 | $399-100.0% | $1,088-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $379 | $960-60.6% | $1,874-79.8% | $3,739-89.9% |
| Admin fee / account holder | $11 | $89-88.1% | $3,082-99.7% | $102-89.6% |