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 64 · EIN 71-0294708 | Recordkeeping Fees | $53,200 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL CORPORATION Service code 99 · EIN 04-3046611 | Other Fees | $50,000 |
APPLE HEALTH CARE, INC.4 years Service code 99 · EIN 06-1174705 | Other Fees | $11,822 |
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 | $17,127 | $45,000-61.9% | $143,757-88.1% | $77,904-78.0% |
| Participation rate | 85.8% | 66.8%+19.0pp | 80.3%+5.5pp | 73.7%+12.1pp |
| Annual return | -16.80% | 29.03%-45.8pp | -0.04%-16.8pp | 12.21%-29.0pp |
| Employer contribution / active EE | $320 | $1,870-82.9% | $4,951-93.5% | $2,848-88.8% |
| Participant deferral / active EE | $2,314 | $3,157-26.7% | $5,637-58.9% | $4,806-51.9% |
| Admin fee / account holder | $17 | $98-82.3% | $14,673-99.9% | $133-86.8% |