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 FINANCIAL CORPORATION RPCP Service code 15 · EIN 95-2834236 | Recordkeeping | $8,022 |
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $477 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $51,573 | $45,073+14.4% | $69,455-25.7% | $72,985-29.3% |
| Participation rate | 70.2% | 68.5%+1.7pp | 74.6%-4.4pp | 69.5%+0.7pp |
| Annual return | 24.48% | 22.65%+1.8pp | 28.97%-4.5pp | 81.00%-56.5pp |
| Employer contribution / active EE | $2,454 | $2,054+19.5% | $2,779-11.7% | $2,440+0.6% |
| Participant deferral / active EE | $6,774 | $2,602+160.4% | $3,535+91.6% | $3,607+87.8% |
| Admin fee / account holder | $118 | $3,056-96.1% | $3,839-96.9% | $5,124-97.7% |