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 | Advisory (Plan) | $25,714 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,398 | $56,638+1.3% | $169,368-66.1% | $74,419-22.9% |
| Participation rate | 46.0% | 67.5%-21.5pp | 77.1%-31.1pp | 70.7%-24.7pp |
| Annual return | 18.18% | 24.75%-6.6pp | 405.60%-387.4pp | 34.38%-16.2pp |
| Employer contribution / active EE | $1,801 | $2,027-11.1% | $4,013-55.1% | $2,637-31.7% |
| Participant deferral / active EE | $3,661 | $4,223-13.3% | $6,221-41.2% | $4,528-19.2% |
| Admin fee / account holder | $193 | $307-37.2% | $9,003-97.9% | $348-44.6% |