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 year Filed as: LPL FINANCIAL RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $12,675 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $7,634 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $41,964 | $101,499-58.7% | $147,005-71.5% | $74,546-43.7% |
| Participation rate | 84.6% | 75.5%+9.0pp | 82.2%+2.4pp | 67.2%+17.3pp |
| Annual return | 22.71% | 8732.34%-8709.6pp | 418.76%-396.1pp | 1366.03%-1343.3pp |
| Employer contribution / active EE | $1,809 | $3,811-52.5% | $4,934-63.3% | $2,624-31.1% |
| Participant deferral / active EE | $6,376 | $7,304-12.7% | $8,070-21.0% | $4,347+46.7% |
| Admin fee / account holder | $135 | $1,748-92.3% | $13,006-99.0% | $1,944-93.0% |