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 |
|---|---|---|
LPL FINANCIAL1 year Filed as: LPL ENTERPRISE, LLC Service code 49 · EIN 25-1395109 | Other Services | $24,934 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $4,035 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $87,722 | $81,625+7.5% | $167,512-47.6% | $74,304+18.1% |
| Participation rate | 79.3% | 60.0%+19.3pp | 77.1%+2.3pp | 60.3%+19.0pp |
| Annual return | 13.98% | 26.09%-12.1pp | 1615.79%-1601.8pp | 29.43%-15.4pp |
| Employer contribution / active EE | $0 | $2,010-100.0% | $3,882-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $6,327 | $4,115+53.8% | $6,405-1.2% | $3,767+68.0% |
| Admin fee / account holder | $32 | $3,474-99.1% | $9,769-99.7% | $2,969-98.9% |