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 CORPORATION Service code 99 · EIN 04-3046611 | Other Fees | $33,126 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $20,184 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $35,583 | $106,110-66.5% | $147,005-75.8% | $77,671-54.2% |
| Participation rate | 94.8% | 78.4%+16.4pp | 82.2%+12.7pp | 70.6%+24.2pp |
| Annual return | 15.22% | 56.77%-41.6pp | 418.76%-403.5pp | 31.21%-16.0pp |
| Employer contribution / active EE | $3,637 | $4,065-10.5% | $4,934-26.3% | $2,726+33.4% |
| Participant deferral / active EE | $8,941 | $7,992+11.9% | $8,070+10.8% | $4,648+92.4% |
| Admin fee / account holder | $44 | $338-86.9% | $13,006-99.7% | $430-89.8% |