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 FINANCIAL5+ years Filed as: LPL FINANCIAL LLC RPCP Service code 26 · EIN 04-3046611 | Advisory (Participants) | $46,970 |
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $7,994 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,777 | $98,727-34.4% | $113,168-42.8% | $85,563-24.3% |
| Participation rate | 63.0% | 80.8%-17.9pp | 76.6%-13.6pp | 66.0%-3.0pp |
| Annual return | 27.30% | 17.43%+9.9pp | 24.27%+3.0pp | 31.51%-4.2pp |
| Employer contribution / active EE | $964 | $2,907-66.9% | $2,975-67.6% | $2,654-63.7% |
| Participant deferral / active EE | $3,024 | $5,424-44.2% | $5,107-40.8% | $4,375-30.9% |
| Admin fee / account holder | $144 | $357-59.7% | $12,068-98.8% | $834-82.8% |