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 FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $16,398 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,557 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,192 |
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 | $64,657 | $62,543+3.4% | $83,333-22.4% | $55,725+16.0% |
| Participation rate | 50.8% | 78.4%-27.6pp | 77.8%-27.0pp | 70.9%-20.1pp |
| Annual return | 1.26% | 14.85%-13.6pp | 10.63%-9.4pp | 244.93%-243.7pp |
| Employer contribution / active EE | $439 | $2,427-81.9% | $3,379-87.0% | $2,078-78.9% |
| Participant deferral / active EE | $3,345 | $5,682-41.1% | $5,565-39.9% | $3,356-0.3% |
| Admin fee / account holder | $74 | $103-28.2% | $7,510-99.0% | $115-35.7% |