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 | $1,400 |
LPL FINANCIAL3+ years Filed as: LPL FINANCIAL LLC Service code 61 · EIN 04-3046611 | Finders' fees / placement fees | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $94,096 | $79,523+18.3% | $140,016-32.8% | $56,287+67.2% |
| Participation rate | 72.4% | 85.7%-13.3pp | 87.5%-15.1pp | 69.9%+2.6pp |
| Annual return | -4.63% | 2.39%-7.0pp | 651.12%-655.8pp | -9.96%+5.3pp |
| Employer contribution / active EE | $365 | $3,350-89.1% | $5,606-93.5% | $2,111-82.7% |
| Participant deferral / active EE | $7,313 | $5,129+42.6% | $6,927+5.6% | $3,350+118.3% |
| Admin fee / account holder | $11 | $614-98.3% | $10,705-99.9% | $521-98.0% |