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 | $57,036 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $29,568 |
ZOLTAN KEMENY LLC2 years 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 | $31,873 | $100,801-68.4% | $149,696-78.7% | $73,409-56.6% |
| Participation rate | 66.6% | 77.7%-11.1pp | 82.5%-15.9pp | 72.2%-5.6pp |
| Annual return | 17.63% | 265.34%-247.7pp | 276.60%-259.0pp | 59.29%-41.7pp |
| Employer contribution / active EE | $36 | $3,312-98.9% | $4,644-99.2% | $2,234-98.4% |
| Participant deferral / active EE | $5,992 | $6,404-6.4% | $6,842-12.4% | $3,805+57.4% |
| Admin fee / account holder | $102 | $181-43.5% | $9,309-98.9% | $158-35.3% |