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 FINANCIAL3 years Filed as: LPL FINANCIAL LLC Service code 55 · EIN 04-3046611 | Other Commissions | $19,215 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,556 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $58,011 | $63,114-8.1% | $92,893-37.6% | $65,185-11.0% |
| Participation rate | 95.1% | 68.8%+26.3pp | 76.0%+19.1pp | 70.2%+24.9pp |
| Annual return | 21.31% | 28.75%-7.4pp | 109.41%-88.1pp | 29.38%-8.1pp |
| Employer contribution / active EE | $4,564 | $2,571+77.6% | $3,653+24.9% | $2,177+109.7% |
| Participant deferral / active EE | $6,958 | $3,108+123.9% | $4,236+64.3% | $3,514+98.0% |
| Admin fee / account holder | $9 | $624-98.5% | $5,794-99.8% | $847-98.9% |