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 13 · EIN 42-0127290 | Contract Administrator | $61,694 |
LPL FINANCIAL4 years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $42,972 |
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 | $154,622 | $78,485+97.0% | $106,213+45.6% | $74,495+107.6% |
| Participation rate | 86.8% | 72.8%+14.0pp | 75.3%+11.5pp | 67.2%+19.6pp |
| Annual return | 15.37% | 15.95%-0.6pp | 116.14%-100.8pp | 1364.94%-1349.6pp |
| Employer contribution / active EE | $6,985 | $2,523+176.9% | $3,171+120.2% | $2,623+166.3% |
| Participant deferral / active EE | $12,060 | $4,322+179.0% | $5,016+140.4% | $4,346+177.5% |
| Admin fee / account holder | $273 | $2,232-87.8% | $11,033-97.5% | $1,942-85.9% |