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+ years Filed as: LPL FINANCIAL - RP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $33,782 |
Filed as: AMEGY INVESTMENTS Service code 27 · EIN 68-0491185 | Advisory (Plan) | $11,761 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $1,725 |
Annual investment return 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 | $39,358 | $107,378-63.3% | $108,579-63.8% | $57,658-31.7% |
| Participation rate | 78.6% | 77.1%+1.5pp | 79.6%-1.0pp | 70.2%+8.4pp |
| Annual return | 0.66% | 12.80%-12.1pp | -51.70%+52.4pp | 5.13%-4.5pp |
| Employer contribution / active EE | $1,632 | $1,782-8.4% | $3,758-56.6% | $1,974-17.3% |
| Participant deferral / active EE | $2,830 | $3,221-12.1% | $4,311-34.4% | $3,061-7.5% |
| Admin fee / account holder | $79 | $108-26.8% | $7,645-99.0% | $95-16.0% |