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 9-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 | $36,954 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $15,071 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,563 | $53,199-89.5% | $155,567-96.4% | $199,768-97.2% |
| Participation rate | 58.2% | 64.1%-5.9pp | 78.2%-20.0pp | 72.0%-13.8pp |
| Annual return | 73.75% | 41.17%+32.6pp | 64.74%+9.0pp | 34.26%+39.5pp |
| Employer contribution / active EE | $305 | $1,852-83.5% | $4,674-93.5% | $3,037-90.0% |
| Participant deferral / active EE | $758 | $3,163-76.0% | $5,628-86.5% | $5,090-85.1% |
| Admin fee / account holder | $26 | $186-86.0% | $15,916-99.8% | $269-90.4% |