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 PO BOX 509026 · SAN DIEGO, CA 92150 | Other Commissions | $19,674 |
DOWNEAST PENSION SERVICES, INC.3+ years Service code 13 · EIN 01-0472857 41 CAMPUS DRIVE, SUITE 302 · NEW GLOUCESTER, ME 04260 | Contract Administrator | $7,232 |
Service code 64 · EIN 84-0467907 COMPANY · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $965 |
Employer contribution per participant 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 | $67,341 | $100,041-32.7% | $149,718-55.0% | $70,131-4.0% |
| Participation rate | 79.5% | 83.6%-4.0pp | 87.1%-7.5pp | 69.5%+10.0pp |
| Annual return | 17.04% | 27.43%-10.4pp | 1501.63%-1484.6pp | 73.14%-56.1pp |
| Employer contribution / active EE | $873 | $3,662-76.2% | $5,445-84.0% | $2,342-62.7% |
| Participant deferral / active EE | $4,584 | $4,983-8.0% | $6,569-30.2% | $3,332+37.6% |
| Admin fee / account holder | $16 | $8,286-99.8% | $11,283-99.9% | $4,645-99.7% |