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 FINANCIAL7+ years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $16,044 |
Service code 37 · EIN 04-2647786 | Loan Processing | $13,081 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,710 | $84,487-48.3% | $125,339-65.1% | $66,914-34.7% |
| Participation rate | 80.8% | 76.4%+4.4pp | 82.4%-1.6pp | 69.8%+11.0pp |
| Annual return | -17.13% | -8.39%-8.7pp | 572.05%-589.2pp | 1.58%-18.7pp |
| Employer contribution / active EE | $1,205 | $3,553-66.1% | $4,814-75.0% | $2,544-52.7% |
| Participant deferral / active EE | $2,029 | $6,781-70.1% | $7,446-72.8% | $4,237-52.1% |
| Admin fee / account holder | $222 | $685-67.5% | $10,010-97.8% | $593-62.5% |