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 27 · EIN 04-3046611 | Advisory (Plan) | $13,438 |
Service code 37 · EIN 04-2647786 | Loan Processing | $8,403 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,487 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $75,437 | $65,592+15.0% | $90,160-16.3% | $69,631+8.3% |
| Participation rate | 52.9% | 77.6%-24.7pp | 76.9%-24.0pp | 70.7%-17.8pp |
| Annual return | 28.55% | 57.10%-28.5pp | 34.88%-6.3pp | 27571.02%-27542.5pp |
| Employer contribution / active EE | $407 | $2,193-81.4% | $3,318-87.7% | $2,032-80.0% |
| Participant deferral / active EE | $3,393 | $5,257-35.5% | $5,288-35.8% | $3,224+5.3% |
| Admin fee / account holder | $88 | $86+2.9% | $5,943-98.5% | $110-20.2% |