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 37 · EIN 04-2647786 | Loan Processing | $49,336 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $21,425 |
ZOLTAN KEMENY LLC1 year Service code 10 · EIN 82-2286251 | Accounting | $16,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $28,413 | $88,122-67.8% | $141,162-79.9% | $67,579-58.0% |
| Participation rate | 63.2% | 76.5%-13.2pp | 82.5%-19.2pp | 71.3%-8.1pp |
| Annual return | 31.12% | 75.40%-44.3pp | 71.39%-40.3pp | 378.56%-347.4pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,735-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $5,208 | $5,958-12.6% | $6,709-22.4% | $3,539+47.1% |
| Admin fee / account holder | $96 | $131-26.6% | $10,261-99.1% | $142-32.5% |