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 | $40,974 |
LPL FINANCIAL4 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $38,121 |
BKD, LLP1 year Filed as: DIXON HUGHES GOODMAN LLP Service code 16 · EIN 56-0747981 | Consulting | $12,400 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $32,160 | $91,552-64.9% | $133,956-76.0% | $79,858-59.7% |
| Participation rate | 76.7% | 73.3%+3.3pp | 79.8%-3.2pp | 69.6%+7.0pp |
| Annual return | -73.88% | 61.85%-135.7pp | 45.09%-119.0pp | 31.71%-105.6pp |
| Employer contribution / active EE | $5,016 | $2,384+110.4% | $3,919+28.0% | $2,471+103.0% |
| Participant deferral / active EE | $20,441 | $3,733+447.5% | $5,048+305.0% | $3,740+446.5% |
| Admin fee / account holder | $738 | $6,321-88.3% | $8,927-91.7% | $5,306-86.1% |