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 16 · EIN 04-3046611 | Consulting | $16,330 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $9,082 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $21,236 | $58,879-63.9% | $178,490-88.1% | $73,488-71.1% |
| Participation rate | 92.0% | 66.2%+25.8pp | 81.9%+10.1pp | 70.7%+21.3pp |
| Annual return | 5.64% | 24.86%-19.2pp | 151.07%-145.4pp | 28.51%-22.9pp |
| Employer contribution / active EE | $4,099 | $2,236+83.3% | $5,011-18.2% | $2,270+80.6% |
| Participant deferral / active EE | $1,444 | $2,567-43.8% | $5,202-72.2% | $3,740-61.4% |
| Admin fee / account holder | $11 | $400-97.1% | $13,984-99.9% | $513-97.8% |