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 |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $24,567 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $11,778 |
RKL LLP1 year Service code 10 PO BOX 8404 · LANCASTER, PA 176048404 | Accounting | $9,395 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $22,940 | $31,388-26.9% | $73,545-68.8% | $62,292-63.2% |
| Participation rate | 89.6% | 39.9%+49.7pp | 54.9%+34.6pp | 69.5%+20.1pp |
| Annual return | 15.83% | 25.34%-9.5pp | -15.16%+31.0pp | 28.90%-13.1pp |
| Employer contribution / active EE | $263 | $498-47.2% | $1,219-78.4% | $2,042-87.1% |
| Participant deferral / active EE | $1,280 | $1,028+24.5% | $1,806-29.1% | $3,169-59.6% |
| Admin fee / account holder | $237 | $299-20.8% | $2,320-89.8% | $479-50.6% |