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 15 · EIN 35-0145825 | Recordkeeping | $18,477 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 26 · EIN 04-3046611 | Advisory (Participants) | $13,605 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $28,181 | $89,652-68.6% | $141,162-80.0% | $65,185-56.8% |
| Participation rate | 87.0% | 74.7%+12.2pp | 82.5%+4.5pp | 70.2%+16.8pp |
| Annual return | 25.29% | 32.79%-7.5pp | 71.39%-46.1pp | 29.38%-4.1pp |
| Employer contribution / active EE | $1,064 | $3,065-65.3% | $4,735-77.5% | $2,177-51.1% |
| Participant deferral / active EE | $3,149 | $5,691-44.7% | $6,709-53.1% | $3,514-10.4% |
| Admin fee / account holder | $115 | $569-79.7% | $10,261-98.9% | $847-86.4% |