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 | $14,883 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $12,337 |
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 | $38,809 | $66,813-41.9% | $100,516-61.4% | $73,488-47.2% |
| Participation rate | 85.5% | 77.5%+8.0pp | 79.4%+6.1pp | 70.7%+14.8pp |
| Annual return | 22.89% | 25.70%-2.8pp | 30.89%-8.0pp | 28.51%-5.6pp |
| Employer contribution / active EE | $1,500 | $2,147-30.1% | $3,418-56.1% | $2,270-33.9% |
| Participant deferral / active EE | $6,203 | $5,883+5.4% | $6,270-1.1% | $3,740+65.9% |
| Admin fee / account holder | $180 | $512-64.9% | $8,081-97.8% | $513-65.0% |