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 27 · EIN 04-3046611 | Advisory (Plan) | $56,993 |
Service code 37 · EIN 04-2647786 | Loan Processing | $19,601 |
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 | $36,914 | $66,051-44.1% | $92,893-60.3% | $77,787-52.5% |
| Participation rate | 84.6% | 81.0%+3.6pp | 76.0%+8.6pp | 73.2%+11.4pp |
| Annual return | 23.96% | 20.69%+3.3pp | 109.41%-85.5pp | 32.57%-8.6pp |
| Employer contribution / active EE | $1,063 | $3,426-69.0% | $3,653-70.9% | $2,504-57.6% |
| Participant deferral / active EE | $3,779 | $3,013+25.4% | $4,236-10.8% | $3,967-4.8% |
| Admin fee / account holder | $62 | $148-58.1% | $5,794-98.9% | $100-38.1% |