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 | $109,240 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,861 |
NATIONAL FINANCIAL SERVICES3+ years Filed as: NATIONAL FINANCIAL SERVICES LLC Service code 61 · EIN 04-3523567 | Finders' fees / placement fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $49,612 | $71,666-30.8% | $117,854-57.9% | $69,631-28.8% |
| Participation rate | 80.8% | 77.5%+3.2pp | 79.7%+1.1pp | 70.7%+10.1pp |
| Annual return | 17.96% | 18.86%-0.9pp | 335.08%-317.1pp | 27571.02%-27553.1pp |
| Employer contribution / active EE | $1,004 | $1,889-46.9% | $3,786-73.5% | $2,032-50.6% |
| Participant deferral / active EE | $7,015 | $3,340+110.0% | $4,482+56.5% | $3,224+117.6% |
| Admin fee / account holder | $6 | $120-94.7% | $8,020-99.9% | $110-94.2% |