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 FINANCIAL4 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $24,577 |
Service code 37 · EIN 04-2647786 | Loan Processing | $23,259 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,983 | $50,956-9.8% | $96,562-52.4% | $86,799-47.0% |
| Participation rate | 91.1% | 65.2%+25.8pp | 69.8%+21.3pp | 72.3%+18.8pp |
| Annual return | 15.61% | 21.27%-5.7pp | 37.78%-22.2pp | 97.91%-82.3pp |
| Employer contribution / active EE | $0 | $1,111-100.0% | $2,356-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $4,093 | $2,954+38.6% | $3,849+6.3% | $4,131-0.9% |
| Admin fee / account holder | $105 | $166-36.8% | $6,181-98.3% | $170-38.1% |