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 FINANCIAL1+ years Filed as: LPL FINANCIAL LLC Service code 55 · EIN 95-2834236 | Other Commissions | $48,633 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,650 |
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 | $98,134 | $52,884+85.6% | $84,750+15.8% | $55,167+77.9% |
| Participation rate | 83.5% | 67.5%+16.0pp | 76.6%+6.9pp | 69.0%+14.5pp |
| Annual return | 7.21% | 18.03%-10.8pp | 22.78%-15.6pp | 169.23%-162.0pp |
| Employer contribution / active EE | $3,749 | $2,233+67.9% | $3,574+4.9% | $1,963+91.0% |
| Participant deferral / active EE | $5,795 | $2,644+119.2% | $3,712+56.1% | $3,054+89.7% |
| Admin fee / account holder | $7 | $581-98.8% | $5,332-99.9% | $504-98.6% |