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 |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $39,721 |
LPL FINANCIAL2 years Service code 16 | Consulting | $17,335 |
LPL FINANCIAL5 years Filed as: LPL FINANCIAL LLC Service code 16 · EIN 04-3046611 | Consulting | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,667 | $55,415-50.1% | $155,509-82.2% | $74,495-62.9% |
| Participation rate | 99.4% | 61.9%+37.5pp | 78.2%+21.2pp | 67.2%+32.2pp |
| Annual return | 14.84% | 268.50%-253.7pp | 64.67%-49.8pp | 1364.94%-1350.1pp |
| Employer contribution / active EE | $3,570 | $2,267+57.5% | $4,672-23.6% | $2,623+36.1% |
| Participant deferral / active EE | $2,095 | $2,836-26.1% | $5,626-62.8% | $4,346-51.8% |
| Admin fee / account holder | $98 | $1,738-94.4% | $15,912-99.4% | $1,942-94.9% |