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 95-2834236 | Advisory (Plan) | $21,656 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,119 |
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 | $32,286 | $75,183-57.1% | $123,892-73.9% | $55,167-41.5% |
| Participation rate | 86.8% | 72.8%+14.0pp | 81.4%+5.4pp | 69.0%+17.9pp |
| Annual return | 8.79% | 19.01%-10.2pp | 47.52%-38.7pp | 169.23%-160.4pp |
| Employer contribution / active EE | $2,954 | $2,823+4.6% | $4,617-36.0% | $1,963+50.5% |
| Participant deferral / active EE | $3,701 | $5,084-27.2% | $5,984-38.2% | $3,054+21.2% |
| Admin fee / account holder | $60 | $663-91.0% | $8,357-99.3% | $504-88.1% |