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 53 PO BOX 731 · SALUDA, SC 29138 | Insurance Commissions | $8,725 |
LPL FINANCIAL8+ years Service code 53 4707 EXECUTIVE DR · SAN DIEGO, CA 92121 | Insurance Commissions | $7,666 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $70,359 | $49,451+42.3% | $79,550-11.6% | $66,914+5.1% |
| Participation rate | 46.3% | 61.3%-15.1pp | 69.5%-23.2pp | 69.8%-23.5pp |
| Annual return | -22.62% | 84.25%-106.9pp | 0.16%-22.8pp | 1.58%-24.2pp |
| Employer contribution / active EE | $616 | $1,266-51.3% | $2,413-74.5% | $2,544-75.8% |
| Participant deferral / active EE | $1,837 | $3,159-41.8% | $3,985-53.9% | $4,237-56.6% |
| Admin fee / account holder | $254 | $595-57.2% | $6,832-96.3% | $593-57.1% |