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 FINANCIAL4+ years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $49,349 |
Service code 49 · EIN 59-3331424 | Other Services | $14,855 |
THE VANGUARD GROUP, INC.3 years Service code 13 · EIN 23-1945930 | Contract Administrator | $10,450 |
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 | $42,386 | $73,404-42.3% | $87,100-51.3% | $67,579-37.3% |
| Participation rate | 90.6% | 80.9%+9.7pp | 76.9%+13.7pp | 71.3%+19.3pp |
| Annual return | 25.92% | 48.29%-22.4pp | 28.19%-2.3pp | 378.56%-352.6pp |
| Employer contribution / active EE | $0 | $2,014-100.0% | $2,521-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $4,101 | $3,913+4.8% | $4,049+1.3% | $3,539+15.9% |
| Admin fee / account holder | $119 | $142-15.7% | $7,497-98.4% | $142-16.1% |