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 55 · EIN 04-3046611 | Other Commissions | $13,367 |
Service code 37 · EIN 04-2647786 | Loan Processing | $11,262 |
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 | $36,948 | $52,580-29.7% | $71,671-48.4% | $70,131-47.3% |
| Participation rate | 88.2% | 60.9%+27.3pp | 68.7%+19.4pp | 69.5%+18.6pp |
| Annual return | 15.65% | 20.25%-4.6pp | 20.65%-5.0pp | 73.14%-57.5pp |
| Employer contribution / active EE | $520 | $1,616-67.8% | $2,460-78.9% | $2,342-77.8% |
| Participant deferral / active EE | $3,354 | $2,386+40.5% | $3,438-2.5% | $3,332+0.7% |
| Admin fee / account holder | $67 | $3,653-98.2% | $5,558-98.8% | $4,645-98.6% |