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 FINANCIAL3+ years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $30,029 |
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $3,019 |
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 | $50,605 | $72,607-30.3% | $90,749-44.2% | $66,914-24.4% |
| Participation rate | 73.2% | 73.7%-0.5pp | 75.7%-2.5pp | 69.8%+3.4pp |
| Annual return | -14.68% | -12.28%-2.4pp | -12.16%-2.5pp | 1.58%-16.3pp |
| Employer contribution / active EE | $1,533 | $2,369-35.3% | $2,921-47.5% | $2,544-39.7% |
| Participant deferral / active EE | $3,431 | $3,977-13.7% | $4,564-24.8% | $4,237-19.0% |
| Admin fee / account holder | $231 | $707-67.3% | $8,445-97.3% | $593-61.0% |