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 INC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $18,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,478 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $33,637 | $107,378-68.7% | $108,579-69.0% | $57,658-41.7% |
| Participation rate | 55.8% | 77.1%-21.3pp | 79.6%-23.8pp | 70.2%-14.5pp |
| Annual return | 6.47% | 12.80%-6.3pp | -51.70%+58.2pp | 5.13%+1.3pp |
| Employer contribution / active EE | $510 | $1,782-71.4% | $3,758-86.4% | $1,974-74.2% |
| Participant deferral / active EE | $2,048 | $3,221-36.4% | $4,311-52.5% | $3,061-33.1% |
| Admin fee / account holder | $132 | $108+21.6% | $7,645-98.3% | $95+39.5% |