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 95-2834236 | Other Commissions | $23,591 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,050 |
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.
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 | $72,744 | $71,802+1.3% | $133,980-45.7% | $57,658+26.2% |
| Participation rate | 46.7% | 85.5%-38.8pp | 87.1%-40.4pp | 70.2%-23.5pp |
| Annual return | 8.46% | 13.51%-5.0pp | 29.30%-20.8pp | 5.13%+3.3pp |
| Employer contribution / active EE | $0 | $3,161-100.0% | $5,211-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $4,019 | $4,606-12.7% | $6,282-36.0% | $3,061+31.3% |
| Admin fee / account holder | $6 | $88-92.9% | $9,324-99.9% | $95-93.4% |