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 | $91,000 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL CORPORATION Service code 99 · EIN 04-3046611 | Other Fees | $50,000 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTON LARSON ALLEN LLP Service code 99 · EIN 41-0746749 | Other Fees | $10,059 |
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 | $18,704 | $50,127-62.7% | $149,673-87.5% | $80,160-76.7% |
| Participation rate | 87.7% | 64.3%+23.4pp | 78.8%+8.9pp | 72.9%+14.8pp |
| Annual return | 17.71% | 29.82%-12.1pp | 134.42%-116.7pp | 40.38%-22.7pp |
| Employer contribution / active EE | $878 | $1,865-52.9% | $4,818-81.8% | $2,978-70.5% |
| Participant deferral / active EE | $2,455 | $3,194-23.1% | $5,680-56.8% | $5,017-51.1% |
| Admin fee / account holder | $24 | $153-84.0% | $13,210-99.8% | $145-83.1% |