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 FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 55 · EIN 04-3046611 | Other Commissions | $17,913 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,208 |
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 | $49,058 | $55,449-11.5% | $83,848-41.5% | $56,287-12.8% |
| Participation rate | 89.5% | 68.0%+21.5pp | 76.1%+13.4pp | 69.9%+19.7pp |
| Annual return | -5.33% | -1.38%-4.0pp | 850.88%-856.2pp | -9.96%+4.6pp |
| Employer contribution / active EE | $3,954 | $2,430+62.7% | $3,631+8.9% | $2,111+87.3% |
| Participant deferral / active EE | $6,586 | $2,935+124.4% | $4,082+61.4% | $3,350+96.6% |
| Admin fee / account holder | $6 | $656-99.1% | $5,478-99.9% | $521-98.9% |