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 6-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 year Filed as: LPL FINANCIAL LLC Service code 55 · EIN 04-3046611 | Other Commissions | $39,652 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,756 |
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,575 | $58,879+14.8% | $178,490-62.1% | $73,488-8.0% |
| Participation rate | 72.7% | 66.2%+6.5pp | 81.9%-9.2pp | 70.7%+2.0pp |
| Annual return | 38.44% | 24.86%+13.6pp | 151.07%-112.6pp | 28.51%+9.9pp |
| Employer contribution / active EE | $547 | $2,236-75.5% | $5,011-89.1% | $2,270-75.9% |
| Participant deferral / active EE | $5,695 | $2,567+121.8% | $5,202+9.5% | $3,740+52.3% |
| Admin fee / account holder | $23 | $400-94.4% | $13,984-99.8% | $513-95.6% |