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 15 · EIN 01-0233346 | Recordkeeping | $0 |
LPL FINANCIAL4 years Filed as: LPL INANCIAL LLC Service code 26 · EIN 04-3046611 | Advisory (Participants) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $16,543 | $78,339-78.9% | $85,682-80.7% | $93,030-82.2% |
| Participation rate | 75.2% | 72.5%+2.7pp | 69.9%+5.3pp | 73.9%+1.3pp |
| Annual return | 13.79% | 21.17%-7.4pp | 21.49%-7.7pp | 158.70%-144.9pp |
| Employer contribution / active EE | $197 | $2,560-92.3% | $2,618-92.5% | $2,706-92.7% |
| Participant deferral / active EE | $1,429 | $3,882-63.2% | $3,923-63.6% | $4,562-68.7% |
| Admin fee / account holder | $33 | $104-68.2% | $6,873-99.5% | $152-78.2% |