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 FINANCIAL1+ years Filed as: LPL FINANCIAL LLC Service code 55 · EIN 95-2834236 | Other Commissions | $41,487 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,138 |
NATIONAL FINANCIAL SERVICES1+ years Filed as: NATIONAL FINANCIAL SERVICES LLC Service code 61 · EIN 04-3523567 | Finders' fees / placement fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $56,610 | $74,024-23.5% | $77,999-27.4% | $57,658-1.8% |
| Participation rate | 46.2% | 79.7%-33.6pp | 75.5%-29.4pp | 70.2%-24.1pp |
| Annual return | 55.13% | 12.14%+43.0pp | 425.96%-370.8pp | 5.13%+50.0pp |
| Employer contribution / active EE | $796 | $2,365-66.3% | $2,470-67.8% | $1,974-59.7% |
| Participant deferral / active EE | $2,587 | $3,533-26.8% | $3,497-26.0% | $3,061-15.5% |
| Admin fee / account holder | $7 | $93-92.6% | $5,480-99.9% | $95-92.7% |