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-RPCP Service code 28 · EIN 04-3046611 | Investment Management | $60,932 |
CHARLES SCHWAB & CO., INC.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $57,071 |
LINCOLN NATIONAL CORPORATION2 years Filed as: LINCOLN FINANCIAL ADVISORS COR Service code 28 · EIN 35-1151034 | Investment Management | $16,446 |
Filed as: ENVESTNET INC Service code 28 · EIN 20-1409613 | Investment Management | $11,101 |
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 | $100,887 | $129,021-21.8% | $184,203-45.2% | $77,643+29.9% |
| Participation rate | 90.8% | 87.3%+3.5pp | 86.8%+4.0pp | 70.6%+20.2pp |
| Annual return | 18.64% | 33.27%-14.6pp | 28.81%-10.2pp | 31.24%-12.6pp |
| Employer contribution / active EE | $4,138 | $4,413-6.2% | $6,427-35.6% | $2,726+51.8% |
| Participant deferral / active EE | $8,029 | $7,297+10.0% | $9,131-12.1% | $4,647+72.8% |
| Admin fee / account holder | $207 | $254-18.4% | $13,901-98.5% | $430-51.9% |