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 FINANCIAL5 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $59,816 |
HARDY REED LLC1 year Service code 61 · EIN 20-5400340 | Finders' fees / placement fees | $0 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$11,615 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $78,620 | $93,131-15.6% | $106,548-26.2% | $86,799-9.4% |
| Participation rate | 49.6% | 81.4%-31.9pp | 76.1%-26.6pp | 72.3%-22.7pp |
| Annual return | 14.25% | 19.45%-5.2pp | 26.80%-12.6pp | 97.91%-83.7pp |
| Employer contribution / active EE | $1,309 | $2,895-54.8% | $2,819-53.6% | $2,405-45.6% |
| Participant deferral / active EE | $2,675 | $4,708-43.2% | $4,398-39.2% | $4,131-35.3% |
| Admin fee / account holder | $90 | $145-37.8% | $7,407-98.8% | $170-46.8% |