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 27 · EIN 04-3046611 | Advisory (Plan) | $29,027 |
Service code 37 · EIN 04-2647786 | Loan Processing | $28,270 |
Filed as: MESIROW FINANCIAL Service code 27 · EIN 36-3194849 | Advisory (Plan) | $16,505 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,355 |
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 | $69,073 | $78,781-12.3% | $100,516-31.3% | $73,409-5.9% |
| Participation rate | 92.7% | 80.0%+12.6pp | 79.4%+13.3pp | 72.2%+20.5pp |
| Annual return | 18.15% | 31.69%-13.5pp | 30.89%-12.7pp | 59.29%-41.1pp |
| Employer contribution / active EE | $3,027 | $2,420+25.1% | $3,418-11.4% | $2,234+35.5% |
| Participant deferral / active EE | $7,232 | $6,537+10.6% | $6,270+15.3% | $3,805+90.1% |
| Admin fee / account holder | $197 | $145+35.9% | $8,081-97.6% | $158+25.1% |