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-RPLP Service code 27 · EIN 95-2834236 | Advisory (Plan) | $69,900 |
MORISON COGEN LLP1 year Service code 10 · EIN 23-1406493 | Accounting | $29,500 |
BLANK ROME LLP2+ years Service code 29 · EIN 23-1311874 | Legal | $20,242 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $3,853 |
Filed as: PRUDENTIAL INVESTMENT MANAGEMENT SE Service code 63 · EIN 13-4122960 | 12b-1 Fees | $255 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $67,765 | $80,354-15.7% | $133,980-49.4% | $63,975+5.9% |
| Participation rate | 59.4% | 87.5%-28.1pp | 87.1%-27.6pp | 71.1%-11.7pp |
| Annual return | 6.25% | 13.11%-6.9pp | 29.30%-23.0pp | 48.65%-42.4pp |
| Employer contribution / active EE | $1,122 | $3,503-68.0% | $5,211-78.5% | $2,182-48.6% |
| Participant deferral / active EE | $3,067 | $5,239-41.4% | $6,282-51.2% | $3,356-8.6% |
| Admin fee / account holder | $123 | $69+77.9% | $9,324-98.7% | $70+75.1% |