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 9-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 42-0127290 | Contract Administrator | $1,711,842 |
LPL FINANCIAL5 years Service code 27 · EIN 04-3046611 | Advisory (Plan) | $389,997 |
THE WAGNER LAW GROUP3 years Service code 29 · EIN 04-3323315 | Legal | $19,200 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $68,765 | $128,056-46.3% | $146,958-53.2% | $106,382-35.4% |
| Participation rate | 46.7% | 67.2%-20.5pp | 82.2%-35.5pp | 69.9%-23.2pp |
| Annual return | 17.42% | 17.89%-0.5pp | 418.34%-400.9pp | 17.37%0pp |
| Employer contribution / active EE | $2,206 | $3,384-34.8% | $4,933-55.3% | $3,364-34.4% |
| Participant deferral / active EE | $5,077 | $7,674-33.8% | $8,070-37.1% | $5,569-8.8% |
| Admin fee / account holder | $62 | $89-30.2% | $12,998-99.5% | $79-22.0% |