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 | $28,234 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,256 |
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 | $110,564 | $136,307-18.9% | $177,821-37.8% | $73,488+50.5% |
| Participation rate | 95.3% | 86.1%+9.2pp | 87.7%+7.6pp | 70.7%+24.6pp |
| Annual return | 19.85% | 18.68%+1.2pp | 48.32%-28.5pp | 28.51%-8.7pp |
| Employer contribution / active EE | $3,250 | $3,712-12.4% | $5,918-45.1% | $2,270+43.2% |
| Participant deferral / active EE | $11,579 | $5,829+98.7% | $7,714+50.1% | $3,740+209.6% |
| Admin fee / account holder | $9 | $596-98.5% | $12,427-99.9% | $513-98.2% |