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+ years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $12,912 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $35,520 | $33,745+5.3% | $64,105-44.6% | $55,191-35.6% |
| Participation rate | 30.7% | 59.4%-28.6pp | 68.2%-37.4pp | 69.2%-38.4pp |
| Annual return | 248.25% | 4.95%+243.3pp | 791.24%-543.0pp | 10.78%+237.5pp |
| Employer contribution / active EE | $375 | $641-41.5% | $1,820-79.4% | $1,899-80.2% |
| Participant deferral / active EE | $1,303 | $1,929-32.4% | $2,822-53.8% | $3,046-57.2% |
| Admin fee / account holder | $136 | $94+44.0% | $4,499-97.0% | $91+49.7% |