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 15 · EIN 13-3689044 | Recordkeeping | $64,621 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL CORPORATION Service code 27 · EIN 04-3046611 | Advisory (Plan) | $34,097 |
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 | $25,493 | $87,125-70.7% | $108,410-76.5% | $86,799-70.6% |
| Participation rate | 96.2% | 80.5%+15.7pp | 80.1%+16.1pp | 72.3%+24.0pp |
| Annual return | 15.04% | 25.21%-10.2pp | 905.27%-890.2pp | 97.91%-82.9pp |
| Employer contribution / active EE | $1,210 | $2,477-51.2% | $3,558-66.0% | $2,405-49.7% |
| Participant deferral / active EE | $4,572 | $6,944-34.2% | $6,563-30.3% | $4,131+10.7% |
| Admin fee / account holder | $136 | $130+4.4% | $7,295-98.1% | $170-19.8% |