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 FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 55 · EIN 04-3046611 | Other Commissions | $23,948 |
PETERSON SULLIVAN LLP2 years Filed as: PETERSON SULLIVAN, LLP Service code 16 · EIN 91-0605875 | Consulting | $11,360 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,675 |
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 | $31,253 | $71,666-56.4% | $117,854-73.5% | $69,631-55.1% |
| Participation rate | 91.0% | 77.5%+13.5pp | 79.7%+11.4pp | 70.7%+20.3pp |
| Annual return | 19.54% | 18.86%+0.7pp | 335.08%-315.5pp | 27571.02%-27551.5pp |
| Employer contribution / active EE | $842 | $1,889-55.4% | $3,786-77.8% | $2,032-58.6% |
| Participant deferral / active EE | $3,561 | $3,340+6.6% | $4,482-20.6% | $3,224+10.5% |
| Admin fee / account holder | $24 | $120-80.1% | $8,020-99.7% | $110-78.3% |