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 | $93,958 |
LPL FINANCIAL6 years Filed as: LPL FINANCIAL CORPORATION Service code 16 · EIN 04-3046611 | Consulting | $37,145 |
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 | $50,472 | $108,719-53.6% | $101,326-50.2% | $85,563-41.0% |
| Participation rate | 95.6% | 80.9%+14.7pp | 81.5%+14.1pp | 66.0%+29.6pp |
| Annual return | 17.75% | 20.95%-3.2pp | 36.82%-19.1pp | 31.51%-13.8pp |
| Employer contribution / active EE | $2,431 | $3,114-21.9% | $3,665-33.7% | $2,654-8.4% |
| Participant deferral / active EE | $8,019 | $8,545-6.2% | $7,994+0.3% | $4,375+83.3% |
| Admin fee / account holder | $195 | $685-71.6% | $11,185-98.3% | $834-76.7% |