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 27 · EIN 04-3046611 | Advisory (Plan) | $22,617 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,488 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $47,227 | $62,543-24.5% | $83,333-43.3% | $55,725-15.2% |
| Participation rate | 80.7% | 78.4%+2.3pp | 77.8%+2.9pp | 70.9%+9.8pp |
| Annual return | -3.64% | 14.85%-18.5pp | 10.63%-14.3pp | 244.93%-248.6pp |
| Employer contribution / active EE | $2,264 | $2,427-6.7% | $3,379-33.0% | $2,078+8.9% |
| Participant deferral / active EE | $7,249 | $5,682+27.6% | $5,565+30.3% | $3,356+116.0% |
| Admin fee / account holder | $63 | $103-38.8% | $7,510-99.2% | $115-45.2% |