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+ years Filed as: FINANCIAL ADVOCATES INVEST Service code 26 · EIN 27-0435466 | Advisory (Participants) | $10,885 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $5,745 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $81,472 | $46,732+74.3% | $156,549-48.0% | $55,167+47.7% |
| Participation rate | 36.7% | 65.8%-29.1pp | 84.0%-47.3pp | 69.0%-32.3pp |
| Annual return | 6.92% | 17.72%-10.8pp | 32.23%-25.3pp | 169.23%-162.3pp |
| Employer contribution / active EE | $727 | $2,105-65.4% | $5,501-86.8% | $1,963-62.9% |
| Participant deferral / active EE | $1,563 | $2,204-29.1% | $4,871-67.9% | $3,054-48.8% |
| Admin fee / account holder | $172 | $418-59.0% | $13,027-98.7% | $504-65.9% |