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 | $14,417 |
Service code 37 · EIN 04-2647786 | Loan Processing | $756 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $56,851 | $70,908-19.8% | $98,907-42.5% | $73,488-22.6% |
| Participation rate | 53.2% | 73.8%-20.5pp | 76.0%-22.8pp | 70.7%-17.4pp |
| Annual return | 12.44% | 34.17%-21.7pp | 196.43%-184.0pp | 28.51%-16.1pp |
| Employer contribution / active EE | $1,095 | $2,036-46.2% | $2,689-59.3% | $2,270-51.8% |
| Participant deferral / active EE | $2,805 | $3,500-19.8% | $4,244-33.9% | $3,740-25.0% |
| Admin fee / account holder | $7 | $535-98.7% | $6,642-99.9% | $513-98.6% |