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 55 · EIN 04-3046611 | Other Commissions | $22,470 |
Service code 37 · EIN 04-2647786 | Loan Processing | $556 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,416 | $84,487+42.5% | $125,339-3.9% | $66,914+80.0% |
| Participation rate | 71.4% | 76.4%-5.0pp | 82.4%-10.9pp | 69.8%+1.6pp |
| Annual return | -20.92% | -8.39%-12.5pp | 572.05%-593.0pp | 1.58%-22.5pp |
| Employer contribution / active EE | $1,057 | $3,553-70.3% | $4,814-78.1% | $2,544-58.5% |
| Participant deferral / active EE | $6,363 | $6,781-6.2% | $7,446-14.6% | $4,237+50.2% |
| Admin fee / account holder | $5 | $685-99.3% | $10,010-100.0% | $593-99.2% |