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 FINANCIAL3 years Filed as: LPL FINANCIAL - RPCP Service code 27 · EIN 95-2834236 | Advisory (Plan) | $48,947 |
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $28,758 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,860 | $41,647-21.1% | $96,139-65.8% | $86,799-62.1% |
| Participation rate | 51.7% | 50.2%+1.5pp | 68.4%-16.7pp | 72.3%-20.5pp |
| Annual return | 17.46% | 27.24%-9.8pp | 191.94%-174.5pp | 97.91%-80.4pp |
| Employer contribution / active EE | $0 | $1,318-100.0% | $2,797-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $6,375 | $2,412+164.3% | $4,349+46.6% | $4,131+54.3% |
| Admin fee / account holder | $220 | $169+29.6% | $5,537-96.0% | $170+29.5% |