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 | $95,745 |
LPL FINANCIAL5 years Filed as: LPL FINANCIAL CORPORATION Service code 16 · EIN 04-3046611 | Consulting | $39,312 |
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 | $37,584 | $89,808-58.2% | $100,391-62.6% | $77,643-51.6% |
| Participation rate | 95.9% | 81.2%+14.7pp | 81.5%+14.4pp | 70.6%+25.3pp |
| Annual return | 19.47% | 20.62%-1.2pp | 49.20%-29.7pp | 31.24%-11.8pp |
| Employer contribution / active EE | $2,388 | $3,039-21.4% | $3,942-39.4% | $2,726-12.4% |
| Participant deferral / active EE | $7,260 | $8,284-12.4% | $8,082-10.2% | $4,647+56.2% |
| Admin fee / account holder | $168 | $174-3.5% | $7,899-97.9% | $430-60.9% |