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 |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $99,079 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL, LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $40,698 |
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 | $32,192 | $74,024-56.5% | $77,999-58.7% | $57,658-44.2% |
| Participation rate | 97.4% | 79.7%+17.6pp | 75.5%+21.8pp | 70.2%+27.1pp |
| Annual return | 9.19% | 12.14%-3.0pp | 425.96%-416.8pp | 5.13%+4.1pp |
| Employer contribution / active EE | $1,667 | $2,365-29.5% | $2,470-32.5% | $1,974-15.5% |
| Participant deferral / active EE | $2,000 | $3,533-43.4% | $3,497-42.8% | $3,061-34.6% |
| Admin fee / account holder | $185 | $93+98.3% | $5,480-96.6% | $95+95.5% |