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 FINANCIAL6+ years Service code 16 · EIN 04-3046611 | Consulting | $25,736 |
M3 ADVISORY GROUP6+ years Service code 16 · EIN 11-3769499 | Consulting | $25,736 |
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 | $45,058 | $55,636-19.0% | $81,983-45.0% | $73,488-38.7% |
| Participation rate | 93.3% | 62.3%+31.0pp | 69.2%+24.1pp | 70.7%+22.6pp |
| Annual return | 21.27% | 19.07%+2.2pp | 41.31%-20.0pp | 28.51%-7.2pp |
| Employer contribution / active EE | $305 | $1,625-81.2% | $2,498-87.8% | $2,270-86.6% |
| Participant deferral / active EE | $2,334 | $2,762-15.5% | $3,722-37.3% | $3,740-37.6% |
| Admin fee / account holder | $184 | $493-62.6% | $5,664-96.7% | $513-64.1% |