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 - RPCP Service code 26 · EIN 04-3046611 | Advisory (Participants) | $49,574 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $47,133 |
Filed as: JOHN BURTON Service code 22 1400 GRANARY ROAD · BLUE BELL, PA 19422 | Insurance Broker | $20,886 |
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 | $54,321 | $65,435-17.0% | $86,677-37.3% | $66,914-18.8% |
| Participation rate | 62.6% | 75.5%-12.8pp | 76.6%-14.0pp | 69.8%-7.2pp |
| Annual return | -15.08% | -10.89%-4.2pp | 35.91%-51.0pp | 1.58%-16.7pp |
| Employer contribution / active EE | $889 | $2,153-58.7% | $2,836-68.6% | $2,544-65.0% |
| Participant deferral / active EE | $2,821 | $4,100-31.2% | $4,656-39.4% | $4,237-33.4% |
| Admin fee / account holder | $253 | $642-60.5% | $7,493-96.6% | $593-57.3% |