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 FINANCIAL4 years Filed as: LPL FINANCIAL LLC Service code 49 | Other Services | $25,470 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $21,317 |
BDO USA, LLP4 years Service code 10 · EIN 13-5381590 | Accounting | $14,000 |
THE ANGELL PENSION GROUP, INC.5+ years Service code 49 · EIN 04-2530412 | Other Services | $11,833 |
LPL FINANCIAL5+ years Filed as: LPL FINANCIAL CORPORATION Service code 49 · EIN 95-2834236 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $58,108 | $62,928-7.7% | $172,739-66.4% | $67,579-14.0% |
| Participation rate | 43.3% | 64.5%-21.2pp | 82.6%-39.4pp | 71.3%-28.0pp |
| Annual return | 20.51% | 30.36%-9.8pp | 802.84%-782.3pp | 378.56%-358.0pp |
| Employer contribution / active EE | $462 | $1,636-71.7% | $5,143-91.0% | $2,148-78.5% |
| Participant deferral / active EE | $1,964 | $2,145-8.4% | $5,198-62.2% | $3,539-44.5% |
| Admin fee / account holder | $74 | $167-55.7% | $13,954-99.5% | $142-48.2% |