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 FINANCIAL9 years Filed as: LPL FINANCIAL LLC Service code 55 · EIN 04-3046611 | Other Commissions | $33,379 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $17,159 |
MARTIN AND PELLEGRIN, CPAS10+ years Service code 10 · EIN 72-1111438 | Accounting | $13,500 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $31,554 | $88,982-64.5% | $102,438-69.2% | $77,671-59.4% |
| Participation rate | 80.7% | 80.9%-0.2pp | 76.5%+4.2pp | 70.6%+10.1pp |
| Annual return | 11.01% | 25.01%-14.0pp | 29.37%-18.4pp | 31.21%-20.2pp |
| Employer contribution / active EE | $1,705 | $2,698-36.8% | $3,024-43.6% | $2,726-37.5% |
| Participant deferral / active EE | $2,836 | $5,144-44.9% | $5,054-43.9% | $4,648-39.0% |
| Admin fee / account holder | $54 | $236-76.9% | $9,448-99.4% | $430-87.4% |