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 10-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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $66,438 |
LPL FINANCIAL2+ years Filed as: LPL FINANCIAL - RPCP COMPENSATION Service code 27 · EIN 95-2834236 | Advisory (Plan) | $37,653 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,873 | $57,103-59.9% | $87,507-73.9% | $57,658-60.3% |
| Participation rate | 87.5% | 64.3%+23.2pp | 73.8%+13.7pp | 70.2%+17.3pp |
| Annual return | 12.00% | 12.71%-0.7pp | 12.21%-0.2pp | 5.13%+6.9pp |
| Employer contribution / active EE | $1,222 | $1,107+10.3% | $2,550-52.1% | $1,974-38.1% |
| Participant deferral / active EE | $2,469 | $2,250+9.8% | $3,149-21.6% | $3,061-19.3% |
| Admin fee / account holder | $113 | $281-59.8% | $4,221-97.3% | $95+19.4% |