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 | $18,004 |
LPL FINANCIAL2+ years Service code 27 4707 EXECUTIVE DRIVE · SAN DIEGO, CA 921213091 | Advisory (Plan) | $15,990 |
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 | $59,824 | $80,753-25.9% | $136,294-56.1% | $62,292-4.0% |
| Participation rate | 93.3% | 73.5%+19.7pp | 81.9%+11.3pp | 69.5%+23.8pp |
| Annual return | 20.64% | 35.83%-15.2pp | 5155.94%-5135.3pp | 28.90%-8.3pp |
| Employer contribution / active EE | $3,681 | $2,884+27.7% | $4,695-21.6% | $2,042+80.3% |
| Participant deferral / active EE | $6,130 | $5,164+18.7% | $6,247-1.9% | $3,169+93.4% |
| Admin fee / account holder | $227 | $525-56.9% | $9,243-97.5% | $479-52.7% |