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 PO BOX 509026 · SAN DIEGO, CA 92150 | Other Commissions | $17,089 |
DOWNEAST PENSION SERVICES, INC.2+ years Service code 13 · EIN 01-0472857 41 CAMPUS DRIVE, SUITE 302 · NEW GLOUCESTER, ME 04260 | Contract Administrator | $6,145 |
Service code 64 · EIN 84-0467907 COMPANY · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $793 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $55,614 | $74,089-24.9% | $133,980-58.5% | $55,167+0.8% |
| Participation rate | 78.0% | 84.3%-6.3pp | 87.1%-9.1pp | 69.0%+9.0pp |
| Annual return | 6.58% | 12.11%-5.5pp | 29.30%-22.7pp | 169.23%-162.6pp |
| Employer contribution / active EE | $587 | $3,064-80.8% | $5,211-88.7% | $1,963-70.1% |
| Participant deferral / active EE | $3,039 | $4,678-35.0% | $6,282-51.6% | $3,054-0.5% |
| Admin fee / account holder | $11 | $458-97.5% | $9,324-99.9% | $504-97.7% |