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 FINANCIAL6 years Filed as: LPL FINANCIAL LLC Service code 55 · EIN 04-3046611 | Other Commissions | $31,435 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,163 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,567 | $64,119+11.6% | $112,228-36.2% | $66,914+7.0% |
| Participation rate | 93.1% | 68.5%+24.6pp | 75.1%+18.0pp | 69.8%+23.3pp |
| Annual return | -13.34% | -13.81%+0.5pp | 27.45%-40.8pp | 1.58%-14.9pp |
| Employer contribution / active EE | $4,782 | $3,005+59.1% | $3,635+31.6% | $2,544+87.9% |
| Participant deferral / active EE | $7,607 | $3,693+106.0% | $4,728+60.9% | $4,237+79.5% |
| Admin fee / account holder | $10 | $625-98.4% | $6,410-99.8% | $593-98.3% |