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 15 · EIN 04-1590850 | Recordkeeping | $20,871 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL LLC Service code 53 · EIN 95-2834236 | Insurance Commissions | $0 |
MORNINGSTAR1+ years Filed as: MORNINGSTAR ASSOCIATES LLC Service code 49 · EIN 36-4317381 | Other Services | $0 |
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 | $21,104 | $72,770-71.0% | $67,652-68.8% | $55,191-61.8% |
| Participation rate | 85.8% | 78.8%+7.0pp | 75.7%+10.1pp | 69.2%+16.6pp |
| Annual return | 30.49% | -3.26%+33.8pp | 6625.04%-6594.6pp | 10.78%+19.7pp |
| Employer contribution / active EE | $579 | $1,769-67.3% | $2,266-74.5% | $1,899-69.5% |
| Participant deferral / active EE | $1,546 | $3,408-54.7% | $3,560-56.6% | $3,046-49.3% |
| Admin fee / account holder | $44 | $79-44.4% | $4,821-99.1% | $91-51.7% |