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 3-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 FINANCIAL2 years Filed as: LPL FINANCIAL-SMS SERVICE PROVIDER Service code 26 4707 EXECUTIVE DR · SAN DIEGO, CA 92121 | Advisory (Participants) | $20,233 |
Service code 17 304 SAUNDERS ROAD · RIVERWOODS, IL 600153858 | Pension Consulting | $6,194 |
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 | $44,434 | $79,171-43.9% | $102,423-56.6% | $74,495-40.4% |
| Participation rate | 73.4% | 74.8%-1.4pp | 76.5%-3.1pp | 67.2%+6.2pp |
| Annual return | 13.74% | 54.93%-41.2pp | 29.32%-15.6pp | 1364.94%-1351.2pp |
| Employer contribution / active EE | $2,235 | $2,362-5.4% | $3,023-26.1% | $2,623-14.8% |
| Participant deferral / active EE | $4,538 | $4,415+2.8% | $5,053-10.2% | $4,346+4.4% |
| Admin fee / account holder | $131 | $2,001-93.5% | $9,451-98.6% | $1,942-93.3% |