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 FINANCIAL4 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 95-2834236 | Advisory (Plan) | $42,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$7,205 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $101,902 | $74,347+37.1% | $93,606+8.9% | $67,579+50.8% |
| Participation rate | 83.8% | 80.6%+3.1pp | 75.8%+7.9pp | 71.3%+12.5pp |
| Annual return | 26.76% | 28.07%-1.3pp | 32.76%-6.0pp | 378.56%-351.8pp |
| Employer contribution / active EE | $661 | $2,583-74.4% | $2,718-75.7% | $2,148-69.2% |
| Participant deferral / active EE | $4,374 | $4,060+7.7% | $4,069+7.5% | $3,539+23.6% |
| Admin fee / account holder | $87 | $123-29.5% | $7,888-98.9% | $142-39.2% |