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 |
|---|---|---|
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 55 · EIN 04-3046611 | Other Commissions | $67,168 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$12,021 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $35,350 | $71,666-50.7% | $117,854-70.0% | $69,631-49.2% |
| Participation rate | 85.6% | 77.5%+8.1pp | 79.7%+6.0pp | 70.7%+15.0pp |
| Annual return | 18.90% | 18.86%0pp | 335.08%-316.2pp | 27571.02%-27552.1pp |
| Employer contribution / active EE | $1,654 | $1,889-12.5% | $3,786-56.3% | $2,032-18.6% |
| Participant deferral / active EE | $2,898 | $3,340-13.2% | $4,482-35.3% | $3,224-10.1% |
| Admin fee / account holder | -$11 | $120-109.3% | $8,020-100.1% | $110-110.1% |