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 FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 55 · EIN 04-3046611 | Other Commissions | $126,274 |
SECURITIES AMERICA INC5 years Service code 55 · EIN 47-0648506 | Other Commissions | $70,679 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,563 |
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 | $73,141 | $106,236-31.2% | $112,228-34.8% | $64,808+12.9% |
| Participation rate | 88.8% | 71.7%+17.1pp | 75.1%+13.8pp | 71.5%+17.4pp |
| Annual return | -15.91% | -6.02%-9.9pp | 27.45%-43.4pp | 32.82%-48.7pp |
| Employer contribution / active EE | $2,765 | $3,166-12.7% | $3,635-23.9% | $2,506+10.3% |
| Participant deferral / active EE | $7,261 | $3,785+91.8% | $4,728+53.6% | $4,310+68.5% |
| Admin fee / account holder | $8 | $452-98.3% | $6,410-99.9% | $188-95.9% |