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 CORPORATION Service code 27 200 112TH AVENUE NE · BELLEVUE, WA 98004 | Advisory (Plan) | $25,477 |
Service code 12 · EIN 48-1205033 | Direct payment from the plan; Claims ... | $3,887 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $17,688 | $23,224-23.8% | $71,086-75.1% | $55,725-68.3% |
| Participation rate | 41.9% | 37.9%+4.0pp | 54.7%-12.7pp | 70.9%-28.9pp |
| Annual return | -8.68% | -2.87%-5.8pp | 650.59%-659.3pp | 244.93%-253.6pp |
| Employer contribution / active EE | $128 | $436-70.7% | $1,088-88.2% | $2,078-93.8% |
| Participant deferral / active EE | $877 | $929-5.6% | $1,874-53.2% | $3,356-73.9% |
| Admin fee / account holder | $83 | $118-29.3% | $3,082-97.3% | $115-27.6% |