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 27 · EIN 04-3046611 | Advisory (Plan) | $24,520 |
Service code 37 · EIN 04-2647786 | Loan Processing | $13,191 |
BKD, LLP4+ years Filed as: DIXON Service code 16 · EIN 56-0747981 | Consulting | $12,400 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $25,502 | $62,267-59.0% | $110,238-76.9% | $55,725-54.2% |
| Participation rate | 92.0% | 78.1%+13.9pp | 79.8%+12.2pp | 70.9%+21.2pp |
| Annual return | -5.96% | -1.07%-4.9pp | 314.74%-320.7pp | 244.93%-250.9pp |
| Employer contribution / active EE | $768 | $1,941-60.4% | $3,826-79.9% | $2,078-63.0% |
| Participant deferral / active EE | $2,966 | $3,516-15.6% | $4,672-36.5% | $3,356-11.6% |
| Admin fee / account holder | $115 | $121-5.1% | $8,547-98.7% | $115-0.4% |