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 6-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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $5,475 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $5,119 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,984 | $73,638-2.2% | $95,952-25.0% | $73,488-2.0% |
| Participation rate | 86.8% | 76.2%+10.6pp | 77.1%+9.7pp | 70.7%+16.1pp |
| Annual return | 0.00% | 16.78%-16.8pp | 91.61%-91.6pp | 28.51%-28.5pp |
| Employer contribution / active EE | $0 | $1,863-100.0% | $2,541-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $10,278 | $3,617+184.2% | $4,167+146.7% | $3,740+174.9% |
| Admin fee / account holder | $73 | $482-84.9% | $6,795-98.9% | $513-85.9% |