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 FINANCIAL3 years Filed as: LPL FINANCIAL LLC Service code 55 · EIN 04-3046611 | Other Commissions | $16,172 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $50 |
Participant contribution per participant 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 | $34,288 | $79,523-56.9% | $140,016-75.5% | $56,287-39.1% |
| Participation rate | 87.8% | 85.7%+2.1pp | 87.5%+0.3pp | 69.9%+18.0pp |
| Annual return | -4.11% | 2.39%-6.5pp | 651.12%-655.2pp | -9.96%+5.8pp |
| Employer contribution / active EE | $1,511 | $3,350-54.9% | $5,606-73.0% | $2,111-28.4% |
| Participant deferral / active EE | $2,608 | $5,129-49.1% | $6,927-62.3% | $3,350-22.1% |
| Admin fee / account holder | $0 | $614-99.9% | $10,705-100.0% | $521-99.9% |