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 FINANCIAL1 year Filed as: LPL FINANCIAL LLC-RPLP Service code 27 · EIN 95-2834236 | Advisory (Plan) | $8,333 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $6,720 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $48,901 | $45,324+7.9% | $122,332-60.0% | $69,631-29.8% |
| Participation rate | 65.6% | 59.9%+5.7pp | 71.6%-6.0pp | 70.7%-5.1pp |
| Annual return | 16.59% | 25.35%-8.8pp | 30.27%-13.7pp | 27571.02%-27554.4pp |
| Employer contribution / active EE | $1,127 | $1,230-8.3% | $4,050-72.2% | $2,032-44.5% |
| Participant deferral / active EE | $3,962 | $2,367+67.4% | $3,287+20.5% | $3,224+22.9% |
| Admin fee / account holder | $70 | $87-19.4% | $5,478-98.7% | $110-36.5% |