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 | $29,378 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL CORPORATION Service code 16 · EIN 04-3046611 | Consulting | $16,407 |
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 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 | $15,234 | $68,413-77.7% | $123,104-87.6% | $55,191-72.4% |
| Participation rate | 87.1% | 84.5%+2.6pp | 86.8%+0.4pp | 69.2%+18.0pp |
| Annual return | 0.12% | 6.30%-6.2pp | 13.22%-13.1pp | 10.78%-10.7pp |
| Employer contribution / active EE | $285 | $3,050-90.6% | $5,151-94.5% | $1,899-85.0% |
| Participant deferral / active EE | $2,788 | $4,490-37.9% | $6,230-55.2% | $3,046-8.5% |
| Admin fee / account holder | $103 | $88+17.5% | $9,015-98.9% | $91+13.7% |