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 year Filed as: LPL FINANCIAL LLC Service code 27 · EIN 95-2834236 | Advisory (Plan) | $63,466 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$12,461 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $107,146 | $75,183+42.5% | $123,892-13.5% | $55,167+94.2% |
| Participation rate | 99.5% | 72.8%+26.7pp | 81.4%+18.1pp | 69.0%+30.6pp |
| Annual return | 7.42% | 19.01%-11.6pp | 47.52%-40.1pp | 169.23%-161.8pp |
| Employer contribution / active EE | $4,065 | $2,823+44.0% | $4,617-12.0% | $1,963+107.1% |
| Participant deferral / active EE | $11,339 | $5,084+123.0% | $5,984+89.5% | $3,054+271.3% |
| Admin fee / account holder | $143 | $663-78.4% | $8,357-98.3% | $504-71.6% |