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 49 · EIN 95-2834236 | Other Services | $10,827 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $7,991 |
Filed as: WILSHIRE ASSOCAITES INCORPORATED Service code 27 | Advisory (Plan) | $0 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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).
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 | $31,806 | $62,928-49.5% | $172,739-81.6% | $67,579-52.9% |
| Participation rate | 27.6% | 64.5%-36.9pp | 82.6%-55.0pp | 71.3%-43.7pp |
| Annual return | 19.83% | 30.36%-10.5pp | 802.84%-783.0pp | 378.56%-358.7pp |
| Employer contribution / active EE | $427 | $1,636-73.9% | $5,143-91.7% | $2,148-80.1% |
| Participant deferral / active EE | $1,726 | $2,145-19.5% | $5,198-66.8% | $3,539-51.2% |
| Admin fee / account holder | $98 | $167-41.2% | $13,954-99.3% | $142-31.1% |