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 FINANCIAL2+ years Filed as: LPL FINANCIAL LLC Service code 55 · EIN 04-3046611 | Other Commissions | $47,224 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,600 |
NATIONAL FINANCIAL SERVICES2+ years Filed as: NATIONAL FINANCIAL SERVICES LLC Service code 61 · EIN 04-3523567 | Finders' fees / placement fees | $1,293 |
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 | $71,960 | $75,284-4.4% | $91,001-20.9% | $69,631+3.3% |
| Participation rate | 44.1% | 80.4%-36.3pp | 75.6%-31.5pp | 70.7%-26.6pp |
| Annual return | 33.87% | 48.40%-14.5pp | 4.60%+29.3pp | 27571.02%-27537.2pp |
| Employer contribution / active EE | $752 | $2,473-69.6% | $2,456-69.4% | $2,032-63.0% |
| Participant deferral / active EE | $2,648 | $3,700-28.4% | $3,547-25.4% | $3,224-17.9% |
| Admin fee / account holder | $8 | $111-92.3% | $5,417-99.8% | $110-92.3% |