Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 FINANCIAL9 years Filed as: LPL FINANCIAL LLC Service code 55 · EIN 04-3046611 | Other Commissions | $24,895 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,725 |
NATIONAL FINANCIAL SERVICES9 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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,389 | $54,193-18.1% | $93,654-52.6% | $77,671-42.8% |
| Participation rate | 54.1% | 63.9%-9.8pp | 68.7%-14.6pp | 70.6%-16.5pp |
| Annual return | 11.56% | 30.54%-19.0pp | 133.34%-121.8pp | 31.21%-19.6pp |
| Employer contribution / active EE | $602 | $1,168-48.4% | $2,421-75.1% | $2,726-77.9% |
| Participant deferral / active EE | $1,903 | $3,144-39.5% | $4,413-56.9% | $4,648-59.1% |
| Admin fee / account holder | $19 | $576-96.7% | $8,282-99.8% | $430-95.6% |