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 27 · EIN 93-0987232 | Advisory (Plan) | $26,699 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $8,570 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$23,022 |
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 | $161,735 | $73,102+121.2% | $123,544+30.9% | $56,287+187.3% |
| Participation rate | 61.5% | 74.3%-12.8pp | 82.3%-20.8pp | 69.9%-8.3pp |
| Annual return | -2.82% | 3.01%-5.8pp | 119.20%-122.0pp | -9.96%+7.1pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $4,628-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $6,593 | $5,423+21.6% | $6,426+2.6% | $3,350+96.8% |
| Admin fee / account holder | $107 | $554-80.6% | $9,284-98.8% | $521-79.4% |