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 55 · EIN 04-3046611 | Other Commissions | $28,143 |
Service code 37 · EIN 04-2647786 | Loan Processing | $425 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $209,985 | $104,475+101.0% | $159,436+31.7% | $79,386+164.5% |
| Participation rate | 63.1% | 76.6%-13.5pp | 82.8%-19.7pp | 70.7%-7.6pp |
| Annual return | 14.52% | 67.95%-53.4pp | 263.57%-249.0pp | 116.85%-102.3pp |
| Employer contribution / active EE | $1,038 | $3,417-69.6% | $4,829-78.5% | $2,427-57.3% |
| Participant deferral / active EE | $8,824 | $6,467+36.4% | $7,352+20.0% | $4,046+118.1% |
| Admin fee / account holder | $5 | $711-99.3% | $10,799-100.0% | $626-99.2% |