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 | $126,525 |
Service code 37 · EIN 04-2647786 | Loan Processing | $86,571 |
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 | $52,331 | $62,267-16.0% | $110,238-52.5% | $55,725-6.1% |
| Participation rate | 83.4% | 78.1%+5.2pp | 79.8%+3.6pp | 70.9%+12.5pp |
| Annual return | 6.42% | -1.07%+7.5pp | 314.74%-308.3pp | 244.93%-238.5pp |
| Employer contribution / active EE | $1,818 | $1,941-6.4% | $3,826-52.5% | $2,078-12.5% |
| Participant deferral / active EE | $8,077 | $3,516+129.7% | $4,672+72.9% | $3,356+140.7% |
| Admin fee / account holder | $77 | $121-36.3% | $8,547-99.1% | $115-33.1% |