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 6-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 FINANCIAL3+ years Filed as: LPL FINANCIAL CORPORATION Service code 27 · EIN 95-2834236 | Advisory (Plan) | $22,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$20,315 |
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 | $117,616 | $69,305+69.7% | $82,313+42.9% | $69,631+68.9% |
| Participation rate | 85.9% | 80.3%+5.7pp | 76.9%+9.0pp | 70.7%+15.2pp |
| Annual return | 24.38% | 21.47%+2.9pp | 25.88%-1.5pp | 27571.02%-27546.6pp |
| Employer contribution / active EE | $2,340 | $1,887+24.0% | $2,428-3.7% | $2,032+15.1% |
| Participant deferral / active EE | $11,689 | $3,568+227.6% | $3,706+215.4% | $3,224+262.6% |
| Admin fee / account holder | $5 | $97-94.5% | $5,608-99.9% | $110-95.2% |