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 FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 55 · EIN 04-3046611 | Other Commissions | $29,192 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,694 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $36,920 | $40,174-8.1% | $84,015-56.1% | $67,579-45.4% |
| Participation rate | 88.8% | 62.7%+26.1pp | 69.0%+19.8pp | 71.3%+17.5pp |
| Annual return | 30.12% | 25.82%+4.3pp | 71.31%-41.2pp | 378.56%-348.4pp |
| Employer contribution / active EE | $1 | $808-99.9% | $1,983-99.9% | $2,148-100.0% |
| Participant deferral / active EE | $3,225 | $2,301+40.1% | $3,239-0.4% | $3,539-8.9% |
| Admin fee / account holder | $12 | $128-90.6% | $6,101-99.8% | $142-91.5% |