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 |
|---|---|---|
ASCENSUS LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $19,462 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $6,715 |
AMERICAN FUNDS6 years Filed as: CAPITAL ADVISORY GROUP Service code 27 · EIN 45-2156557 | Advisory (Plan) | $2,189 |
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 | $28,984 | $28,601+1.3% | $71,735-59.6% | $66,914-56.7% |
| Participation rate | 83.2% | 56.7%+26.6pp | 62.3%+20.9pp | 69.8%+13.4pp |
| Annual return | 4.29% | -10.90%+15.2pp | 9.14%-4.9pp | 1.58%+2.7pp |
| Employer contribution / active EE | $1,614 | $1,104+46.2% | $1,704-5.3% | $2,544-36.6% |
| Participant deferral / active EE | $2,990 | $1,912+56.4% | $2,658+12.5% | $4,237-29.4% |
| Admin fee / account holder | $176 | $506-65.2% | $3,974-95.6% | $593-70.3% |