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 13 · EIN 06-1050034 | Contract Administrator | $2,842 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 33 · EIN 95-2834236 | Securities brokerage commissions and ... | $0 |
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME Service code 15 | Recordkeeping | $0 |
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 | $162,040 | $52,279+209.9% | $89,391+81.3% | $79,858+102.9% |
| Participation rate | 100.0% | 57.5%+42.5pp | 68.0%+32.0pp | 69.6%+30.4pp |
| Annual return | 14.60% | 22.16%-7.6pp | 245.62%-231.0pp | 31.71%-17.1pp |
| Employer contribution / active EE | $1,187 | $1,572-24.5% | $2,586-54.1% | $2,471-52.0% |
| Participant deferral / active EE | $7,637 | $2,740+178.7% | $3,890+96.3% | $3,740+104.2% |
| Admin fee / account holder | $21 | $3,356-99.4% | $4,881-99.6% | $5,306-99.6% |