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 FINANCIAL5+ years Service code 26 4707 EXECUTIVE DRIVE · SAN DIEGO, CA 92121 | Advisory (Participants) | $0 |
NATIONWIDE5+ years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $0 |
POLYCOMP ADMINISTRATIVE SERVICES5+ years Filed as: POLYCOMP ADMINISTRATIVE SERVICES, I Service code 14 · EIN 95-2889854 | Plan Administrator | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,618 | $52,953-74.3% | $172,739-92.1% | $65,185-79.1% |
| Participation rate | 89.9% | 66.2%+23.8pp | 82.6%+7.3pp | 70.2%+19.7pp |
| Annual return | 19.50% | 30.12%-10.6pp | 802.84%-783.3pp | 29.38%-9.9pp |
| Employer contribution / active EE | $1,046 | $2,190-52.2% | $5,143-79.7% | $2,177-51.9% |
| Participant deferral / active EE | $785 | $2,471-68.2% | $5,198-84.9% | $3,514-77.7% |
| Admin fee / account holder | $10 | $472-98.0% | $13,954-99.9% | $847-98.9% |