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 FINANCIAL6 years Filed as: LPL FINANCIAL LLC - RPCP Service code 26 · EIN 04-3046611 | Advisory (Participants) | $43,384 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $4,842 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $26,481 | $27,839-4.9% | $58,482-54.7% | $71,457-62.9% |
| Participation rate | 93.7% | 34.5%+59.2pp | 50.9%+42.9pp | 67.9%+25.8pp |
| Annual return | 14.73% | 26.81%-12.1pp | 4239.32%-4224.6pp | 28.85%-14.1pp |
| Employer contribution / active EE | $699 | $631+10.8% | $1,053-33.7% | $2,588-73.0% |
| Participant deferral / active EE | $3,697 | $1,206+206.5% | $1,924+92.2% | $4,289-13.8% |
| Admin fee / account holder | $237 | $1,641-85.6% | $2,516-90.6% | $1,587-85.1% |