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 FINANCIAL1+ years Filed as: LPL FINANCIAL LLC-RPLP Service code 27 · EIN 95-2834236 | Advisory (Plan) | $27,525 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $4,583 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 · EIN 22-1211670 | Recordkeeping | $0 |
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 | $23,971 | $27,330-12.3% | $67,711-64.6% | $55,191-56.6% |
| Participation rate | 98.3% | 47.5%+50.8pp | 67.5%+30.8pp | 69.2%+29.2pp |
| Annual return | -0.84% | 8.81%-9.6pp | 25.41%-26.2pp | 10.78%-11.6pp |
| Employer contribution / active EE | $1,022 | $855+19.6% | $2,559-60.1% | $1,899-46.2% |
| Participant deferral / active EE | $1,805 | $1,709+5.6% | $3,585-49.6% | $3,046-40.7% |
| Admin fee / account holder | $69 | $109-37.2% | $4,255-98.4% | $91-24.4% |