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 8-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 FINANCIAL1 year Filed as: LPL FINANCIAL - RP COMPENSATIO Service code 26 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Participants) | $13,945 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $22,178 | $66,302-66.5% | $110,238-79.9% | $56,287-60.6% |
| Participation rate | 91.9% | 74.9%+16.9pp | 79.8%+12.0pp | 69.9%+22.0pp |
| Annual return | -5.79% | -1.18%-4.6pp | 314.74%-320.5pp | -9.96%+4.2pp |
| Employer contribution / active EE | $802 | $2,047-60.8% | $3,826-79.0% | $2,111-62.0% |
| Participant deferral / active EE | $2,621 | $3,381-22.5% | $4,672-43.9% | $3,350-21.8% |
| Admin fee / account holder | $69 | $698-90.1% | $8,547-99.2% | $521-86.8% |