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 FINANCIAL3+ years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $63,433 |
THE VANGUARD GROUP, INC.2 years Service code 13 · EIN 23-1945930 | Contract Administrator | $17,860 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,751 | $65,118-46.6% | $76,768-54.7% | $55,725-37.6% |
| Participation rate | 87.4% | 79.6%+7.8pp | 77.0%+10.5pp | 70.9%+16.6pp |
| Annual return | -4.36% | -1.27%-3.1pp | 2.43%-6.8pp | 244.93%-249.3pp |
| Employer contribution / active EE | $0 | $1,941-100.0% | $2,485-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $3,795 | $3,688+2.9% | $3,852-1.5% | $3,356+13.1% |
| Admin fee / account holder | $139 | $116+20.1% | $6,675-97.9% | $115+20.8% |