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 7-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 LLC Service code 27 631 S ORLANDO AVE · WINTER PARK, FL 327897116 | Advisory (Plan) | $6,453 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $18,036 | $65,395-72.4% | $182,532-90.1% | $72,985-75.3% |
| Participation rate | 40.9% | 65.4%-24.5pp | 78.0%-37.1pp | 69.5%-28.6pp |
| Annual return | 21.52% | 27.68%-6.2pp | 148.54%-127.0pp | 81.00%-59.5pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,076-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,366 | $3,563-61.6% | $5,524-75.3% | $3,607-62.1% |
| Admin fee / account holder | $174 | $4,245-95.9% | $8,592-98.0% | $5,124-96.6% |