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 FINANCIAL1 year Filed as: LPL FINANCIAL RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $24,444 |
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $14,939 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $60,000 | $43,504+37.9% | $68,793-12.8% | $56,287+6.6% |
| Participation rate | 67.4% | 67.8%-0.4pp | 72.2%-4.8pp | 69.9%-2.4pp |
| Annual return | -4.86% | -3.15%-1.7pp | -4.63%-0.2pp | -9.96%+5.1pp |
| Employer contribution / active EE | $488 | $1,525-68.0% | $2,625-81.4% | $2,111-76.9% |
| Participant deferral / active EE | $4,053 | $2,509+61.6% | $3,311+22.4% | $3,350+21.0% |
| Admin fee / account holder | $365 | $515-29.2% | $5,131-92.9% | $521-30.0% |