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 5-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 FINANCIAL4+ years Filed as: LPL FINANCIAL LLC RPCP Service code 26 · EIN 04-3046611 | Advisory (Participants) | $36,246 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $5,773 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,588 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $60,909 | $88,890-31.5% | $102,423-40.5% | $77,643-21.6% |
| Participation rate | 60.2% | 80.9%-20.7pp | 76.5%-16.3pp | 70.6%-10.4pp |
| Annual return | 9.18% | 24.98%-15.8pp | 29.32%-20.1pp | 31.24%-22.1pp |
| Employer contribution / active EE | $1,058 | $2,698-60.8% | $3,023-65.0% | $2,726-61.2% |
| Participant deferral / active EE | $3,190 | $5,145-38.0% | $5,053-36.9% | $4,647-31.4% |
| Admin fee / account holder | $182 | $235-22.6% | $9,451-98.1% | $430-57.7% |