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 Service code 49 | Other Services | $9,828 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $9,189 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $44,184 | $52,884-16.5% | $84,750-47.9% | $55,167-19.9% |
| Participation rate | 62.5% | 67.5%-5.0pp | 76.6%-14.1pp | 69.0%-6.5pp |
| Annual return | 8.03% | 18.03%-10.0pp | 22.78%-14.8pp | 169.23%-161.2pp |
| Employer contribution / active EE | $1,833 | $2,233-17.9% | $3,574-48.7% | $1,963-6.6% |
| Participant deferral / active EE | $5,108 | $2,644+93.2% | $3,712+37.6% | $3,054+67.3% |
| Admin fee / account holder | $87 | $581-85.1% | $5,332-98.4% | $504-82.8% |