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 FINANCIAL4 years Filed as: LPL FINANCIAL LLC Service code 55 · EIN 04-3046611 | Other Commissions | $17,986 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,750 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $58,933 | $72,607-18.8% | $90,749-35.1% | $66,914-11.9% |
| Participation rate | 45.7% | 73.7%-28.0pp | 75.7%-30.0pp | 69.8%-24.2pp |
| Annual return | -17.28% | -12.28%-5.0pp | -12.16%-5.1pp | 1.58%-18.9pp |
| Employer contribution / active EE | $1,313 | $2,369-44.6% | $2,921-55.0% | $2,544-48.4% |
| Participant deferral / active EE | $3,143 | $3,977-21.0% | $4,564-31.1% | $4,237-25.8% |
| Admin fee / account holder | $28 | $707-96.1% | $8,445-99.7% | $593-95.3% |