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 FINANCIAL9 years Filed as: LPL FINANCIAL - RPCP Service code 16 · EIN 04-3046611 | Consulting | $60,000 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $37,814 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $230,423 | $89,588+157.2% | $136,007+69.4% | $77,643+196.8% |
| Participation rate | 98.0% | 74.3%+23.7pp | 76.5%+21.5pp | 70.6%+27.4pp |
| Annual return | 11.30% | 17.42%-6.1pp | 579.32%-568.0pp | 31.24%-19.9pp |
| Employer contribution / active EE | $10,443 | $3,491+199.2% | $4,217+147.7% | $2,726+283.1% |
| Participant deferral / active EE | $10,281 | $5,591+83.9% | $7,025+46.4% | $4,647+121.2% |
| Admin fee / account holder | $121 | $539-77.5% | $6,858-98.2% | $430-71.8% |