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 |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $23,468 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL LLC Service code 10 PO BOX 502533 · SAN DIEGO, CA 921502533 | Accounting | $18,798 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $3,131 | $33,232-90.6% | $71,796-95.6% | $63,975-95.1% |
| Participation rate | 83.9% | 60.1%+23.8pp | 69.1%+14.8pp | 71.1%+12.8pp |
| Annual return | 11.20% | 11.99%-0.8pp | 78.04%-66.8pp | 48.65%-37.5pp |
| Employer contribution / active EE | $286 | $723-60.5% | $1,924-85.2% | $2,182-86.9% |
| Participant deferral / active EE | $1,170 | $1,604-27.1% | $2,794-58.1% | $3,356-65.1% |
| Admin fee / account holder | $11 | $63-82.0% | $4,815-99.8% | $70-83.8% |