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 FINANCIAL8 years Filed as: LPL FINANCIAL LLC Service code 55 · EIN 04-3046611 | Other Commissions | $26,040 |
COULTER & JUSTUS1 year Filed as: COULTER & JUSTUS, P.C. Service code 10 · EIN 62-1532536 | Accounting | $11,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$7,468 |
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 | $54,113 | $83,884-35.5% | $64,056-15.5% | $74,419-27.3% |
| Participation rate | 41.7% | 76.6%-34.9pp | 72.3%-30.6pp | 70.7%-29.1pp |
| Annual return | 18.79% | 16.57%+2.2pp | 33.69%-14.9pp | 34.38%-15.6pp |
| Employer contribution / active EE | $1,192 | $3,084-61.3% | $2,747-56.6% | $2,637-54.8% |
| Participant deferral / active EE | $2,884 | $3,692-21.9% | $3,880-25.7% | $4,528-36.3% |
| Admin fee / account holder | $14 | $196-92.8% | $3,068-99.5% | $348-95.9% |