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 FINANCIAL7 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $171,689 |
EFPR GROUP, CPAS, PLLC3 years Service code 10 · EIN 47-4526160 | Accounting | $14,400 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$25,777 |
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 | $85,117 | $88,982-4.3% | $102,438-16.9% | $77,671+9.6% |
| Participation rate | 84.7% | 80.9%+3.8pp | 76.5%+8.2pp | 70.6%+14.2pp |
| Annual return | 13.72% | 25.01%-11.3pp | 29.37%-15.6pp | 31.21%-17.5pp |
| Employer contribution / active EE | $1,351 | $2,698-49.9% | $3,024-55.3% | $2,726-50.4% |
| Participant deferral / active EE | $5,187 | $5,144+0.9% | $5,054+2.6% | $4,648+11.6% |
| Admin fee / account holder | $151 | $236-36.0% | $9,448-98.4% | $430-65.0% |