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 | $33,201 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $5,000 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $87,983 | $64,909+35.5% | $82,313+6.9% | $62,292+41.2% |
| Participation rate | 99.5% | 74.9%+24.6pp | 76.9%+22.6pp | 69.5%+29.9pp |
| Annual return | 8.21% | 21.18%-13.0pp | 25.88%-17.7pp | 28.90%-20.7pp |
| Employer contribution / active EE | $3,317 | $1,676+97.9% | $2,428+36.6% | $2,042+62.4% |
| Participant deferral / active EE | $5,532 | $3,103+78.3% | $3,706+49.3% | $3,169+74.6% |
| Admin fee / account holder | $15 | $440-96.6% | $5,608-99.7% | $479-96.9% |