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 LLC Service code 55 · EIN 04-3046611 | Other Commissions | $23,624 |
Service code 37 · EIN 04-2647786 | Loan Processing | $525 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $161,434 | $99,957+61.5% | $149,696+7.8% | $73,488+119.7% |
| Participation rate | 59.5% | 75.7%-16.2pp | 82.5%-23.0pp | 70.7%-11.2pp |
| Annual return | 16.18% | 53.87%-37.7pp | 276.60%-260.4pp | 28.51%-12.3pp |
| Employer contribution / active EE | $1,173 | $3,191-63.2% | $4,644-74.7% | $2,270-48.3% |
| Participant deferral / active EE | $6,687 | $6,073+10.1% | $6,842-2.3% | $3,740+78.8% |
| Admin fee / account holder | $6 | $551-98.9% | $9,309-99.9% | $513-98.8% |