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 |
|---|---|---|
Service code 55 · EIN 04-2675571 | Other Commissions | $22,935 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $16,574 |
LPL FINANCIAL10+ years Filed as: LPL FINANCIAL LLC Service code 55 · EIN 04-3046611 | Other Commissions | $15,470 |
MARTIN AND PELLEGRIN, CPAS11+ years Service code 10 · EIN 72-1111438 | Accounting | $13,750 |
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 | $37,474 | $98,727-62.0% | $113,168-66.9% | $85,563-56.2% |
| Participation rate | 83.3% | 80.8%+2.5pp | 76.6%+6.7pp | 66.0%+17.3pp |
| Annual return | 17.21% | 17.43%-0.2pp | 24.27%-7.1pp | 31.51%-14.3pp |
| Employer contribution / active EE | $1,594 | $2,907-45.1% | $2,975-46.4% | $2,654-39.9% |
| Participant deferral / active EE | $3,168 | $5,424-41.6% | $5,107-38.0% | $4,375-27.6% |
| Admin fee / account holder | $54 | $357-84.9% | $12,068-99.6% | $834-93.5% |