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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $44,352 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $25,275 |
BKD, LLP1 year Filed as: DIXON HUGHS 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 | $31,511 | $69,159-54.4% | $125,175-74.8% | $67,579-53.4% |
| Participation rate | 93.4% | 78.2%+15.2pp | 79.8%+13.7pp | 71.3%+22.2pp |
| Annual return | 21.94% | 27.12%-5.2pp | 43.79%-21.8pp | 378.56%-356.6pp |
| Employer contribution / active EE | $827 | $2,023-59.1% | $3,865-78.6% | $2,148-61.5% |
| Participant deferral / active EE | $3,211 | $3,700-13.2% | $4,937-35.0% | $3,539-9.3% |
| Admin fee / account holder | $176 | $142+24.1% | $9,702-98.2% | $142+23.7% |