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 FINANCIAL1 year Service code 27 75 STATE STREET · BOSTON, MA 02109 | Advisory (Plan) | $19,345 |
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $13,662 |
FISCHER DORWART, P.C.3+ years Filed as: FISCHER CUNNANE Service code 10 · EIN 23-3060583 | Accounting | $12,600 |
TFS ADVISORY SERVICES3+ years Service code 27 · EIN 22-2825878 | Advisory (Plan) | $5,606 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $32,158 | $89,739-64.2% | $149,718-78.5% | $62,292-48.4% |
| Participation rate | 72.6% | 85.1%-12.5pp | 87.1%-14.5pp | 69.5%+3.1pp |
| Annual return | 17.90% | 21.01%-3.1pp | 1501.63%-1483.7pp | 28.90%-11.0pp |
| Employer contribution / active EE | $340 | $3,233-89.5% | $5,445-93.7% | $2,042-83.3% |
| Participant deferral / active EE | $3,268 | $4,797-31.9% | $6,569-50.2% | $3,169+3.1% |
| Admin fee / account holder | $324 | $551-41.2% | $11,283-97.1% | $479-32.4% |