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 | $86,205 |
LPL FINANCIAL4 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $29,357 |
COWAN, GUNTESKI & CO, P.A.2 years Service code 10 · EIN 22-2426149 | Accounting | $17,500 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $24,664 | $95,388-74.1% | $125,339-80.3% | $77,904-68.3% |
| Participation rate | 62.8% | 78.6%-15.8pp | 82.4%-19.5pp | 73.7%-10.8pp |
| Annual return | -14.20% | 116.19%-130.4pp | 572.05%-586.3pp | 12.21%-26.4pp |
| Employer contribution / active EE | $0 | $3,666-100.0% | $4,814-100.0% | $2,848-100.0% |
| Participant deferral / active EE | $5,824 | $7,711-24.5% | $7,446-21.8% | $4,806+21.2% |
| Admin fee / account holder | $89 | $119-25.5% | $10,010-99.1% | $133-33.2% |