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 37 · EIN 04-2647786 | Loan Processing | $12,093 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $10,858 |
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 | $33,620 | $63,355-46.9% | $91,989-63.5% | $72,985-53.9% |
| Participation rate | 98.9% | 72.5%+26.3pp | 78.6%+20.2pp | 69.5%+29.4pp |
| Annual return | 31.03% | 35.35%-4.3pp | 69.02%-38.0pp | 81.00%-50.0pp |
| Employer contribution / active EE | $1,584 | $2,116-25.1% | $3,452-54.1% | $2,440-35.1% |
| Participant deferral / active EE | $6,764 | $4,883+38.5% | $5,923+14.2% | $3,607+87.5% |
| Admin fee / account holder | $180 | $4,668-96.1% | $7,743-97.7% | $5,124-96.5% |