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 FINANCIAL3+ years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $12,815 |
Service code 37 · EIN 04-2647786 | Loan Processing | $11,391 |
Participant 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 | $31,296 | $73,102-57.2% | $123,544-74.7% | $56,287-44.4% |
| Participation rate | 88.5% | 74.3%+14.1pp | 82.3%+6.2pp | 69.9%+18.6pp |
| Annual return | -6.08% | 3.01%-9.1pp | 119.20%-125.3pp | -9.96%+3.9pp |
| Employer contribution / active EE | $2,692 | $2,977-9.6% | $4,628-41.8% | $2,111+27.5% |
| Participant deferral / active EE | $2,040 | $5,423-62.4% | $6,426-68.3% | $3,350-39.1% |
| Admin fee / account holder | $148 | $554-73.3% | $9,284-98.4% | $521-71.6% |