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 |
|---|---|---|
LPL FINANCIAL2 years Filed as: LPL FINANCIAL CORPORATION Service code 99 · EIN 95-2834236 | Other Fees | $44,215 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,857 | $82,202-39.3% | $125,339-60.2% | $64,808-23.1% |
| Participation rate | 63.6% | 77.9%-14.2pp | 82.4%-18.7pp | 71.5%-7.8pp |
| Annual return | -7.22% | 3.48%-10.7pp | 572.05%-579.3pp | 32.82%-40.0pp |
| Employer contribution / active EE | $1,700 | $3,615-53.0% | $4,814-64.7% | $2,506-32.1% |
| Participant deferral / active EE | $4,877 | $7,175-32.0% | $7,446-34.5% | $4,310+13.1% |
| Admin fee / account holder | $192 | $163+17.4% | $10,010-98.1% | $188+2.1% |