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 |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $61,012 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL CORPORATION Service code 55 4707 EXECUTIVE DRIVE · SAN DIEGO, CA 92121 | Other Commissions | $28,916 |
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 | $33,550 | $75,284-55.4% | $91,001-63.1% | $69,631-51.8% |
| Participation rate | 74.4% | 80.4%-5.9pp | 75.6%-1.2pp | 70.7%+3.8pp |
| Annual return | 14.97% | 48.40%-33.4pp | 4.60%+10.4pp | 27571.02%-27556.1pp |
| Employer contribution / active EE | $0 | $2,473-100.0% | $2,456-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $2,137 | $3,700-42.2% | $3,547-39.8% | $3,224-33.7% |
| Admin fee / account holder | $170 | $111+54.1% | $5,417-96.9% | $110+54.3% |