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 | $5,275 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL CORPORATION Service code 61 · EIN 95-2834236 | Finders' fees / placement fees | $0 |
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 | $25,191 | $57,096-55.9% | $94,224-73.3% | $55,191-54.4% |
| Participation rate | 87.6% | 75.7%+11.9pp | 78.8%+8.8pp | 69.2%+18.4pp |
| Annual return | -0.29% | 159.65%-159.9pp | 10.68%-11.0pp | 10.78%-11.1pp |
| Employer contribution / active EE | $419 | $1,708-75.5% | $3,587-88.3% | $1,899-77.9% |
| Participant deferral / active EE | $2,863 | $3,165-9.5% | $4,320-33.7% | $3,046-6.0% |
| Admin fee / account holder | $8 | $89-90.7% | $6,269-99.9% | $91-90.8% |