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 04-3046611 | Advisory (Plan) | $36,373 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $40 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $73,085 | $74,024-1.3% | $77,999-6.3% | $57,658+26.8% |
| Participation rate | 91.3% | 79.7%+11.6pp | 75.5%+15.8pp | 70.2%+21.1pp |
| Annual return | 4.39% | 12.14%-7.8pp | 425.96%-421.6pp | 5.13%-0.7pp |
| Employer contribution / active EE | $932 | $2,365-60.6% | $2,470-62.3% | $1,974-52.8% |
| Participant deferral / active EE | $2,729 | $3,533-22.7% | $3,497-21.9% | $3,061-10.8% |
| Admin fee / account holder | $0 | $93-99.9% | $5,480-100.0% | $95-99.9% |