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) | $12,741 |
Service code 37 · EIN 04-2647786 | Loan Processing | $11,517 |
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 | $42,481 | $89,652-52.6% | $141,162-69.9% | $65,185-34.8% |
| Participation rate | 80.1% | 74.7%+5.4pp | 82.5%-2.3pp | 70.2%+9.9pp |
| Annual return | 20.81% | 32.79%-12.0pp | 71.39%-50.6pp | 29.38%-8.6pp |
| Employer contribution / active EE | $1,287 | $3,065-58.0% | $4,735-72.8% | $2,177-40.9% |
| Participant deferral / active EE | $1,882 | $5,691-66.9% | $6,709-71.9% | $3,514-46.4% |
| Admin fee / account holder | $176 | $569-69.1% | $10,261-98.3% | $847-79.2% |