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 FINANCIAL4 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $36,254 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $33,384 |
MAYER HOFFMAN MCCANN P.C.2 years Filed as: MAYER HOFFMAN MCCANN PC Service code 10 · EIN 43-1947695 | Accounting | $13,488 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$19,695 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $97,435 | $71,142+37.0% | $119,609-18.5% | $64,808+50.3% |
| Participation rate | 64.5% | 78.6%-14.1pp | 79.3%-14.8pp | 71.5%-7.0pp |
| Annual return | -16.04% | -10.01%-6.0pp | -14.97%-1.1pp | 32.82%-48.9pp |
| Employer contribution / active EE | $1,790 | $2,497-28.3% | $4,232-57.7% | $2,506-28.6% |
| Participant deferral / active EE | $5,362 | $4,490+19.4% | $5,602-4.3% | $4,310+24.4% |
| Admin fee / account holder | $207 | $162+27.9% | $10,323-98.0% | $188+10.4% |