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 FINANCIAL5 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $52,234 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,690 |
Annual investment return 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 | $87,735 | $130,655-32.9% | $93,789-6.5% | $64,808+35.4% |
| Participation rate | 92.1% | 84.9%+7.2pp | 81.0%+11.2pp | 71.5%+20.6pp |
| Annual return | -18.66% | -14.04%-4.6pp | -11.33%-7.3pp | 32.82%-51.5pp |
| Employer contribution / active EE | $3,432 | $5,594-38.6% | $4,323-20.6% | $2,506+37.0% |
| Participant deferral / active EE | $8,954 | $8,067+11.0% | $6,094+46.9% | $4,310+107.7% |
| Admin fee / account holder | $100 | $140-29.0% | $7,195-98.6% | $188-47.0% |