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: FINANCIAL ADVOCATES INVESTMENT MGM Service code 27 · EIN 27-0435466 | Advisory (Plan) | $42,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$7,613 |
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 | $80,361 | $65,223+23.2% | $80,019+0.4% | $55,725+44.2% |
| Participation rate | 82.0% | 80.6%+1.5pp | 75.8%+6.2pp | 70.9%+11.2pp |
| Annual return | -5.68% | 7.59%-13.3pp | 11.22%-16.9pp | 244.93%-250.6pp |
| Employer contribution / active EE | $774 | $2,544-69.6% | $2,468-68.6% | $2,078-62.7% |
| Participant deferral / active EE | $4,096 | $3,881+5.6% | $3,686+11.1% | $3,356+22.1% |
| Admin fee / account holder | $84 | $114-26.2% | $6,521-98.7% | $115-26.8% |