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 37 · EIN 04-2647786 | Loan Processing | $46,194 |
MARCUM LLP1 year Filed as: MARCUM ACCOUNTANTS & ADVISORS Service code 10 · EIN 11-1986323 | Accounting | $16,993 |
HIGHLAND CONSULTING ASSOCIATES9+ years Filed as: HIGHLAND CONSULTING ASSOCIATES, IN Service code 27 · EIN 34-1753575 | Advisory (Plan) | $15,604 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $6,769 |
LPL FINANCIAL1 year Filed as: LPL HOLDINGS, INC. Service code 27 · EIN 95-2834236 | Advisory (Plan) | $6,683 |
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 | $80,384 | $61,272+31.2% | $149,673-46.3% | $71,457+12.5% |
| Participation rate | 94.8% | 62.5%+32.3pp | 78.8%+16.1pp | 67.9%+26.9pp |
| Annual return | 14.57% | 35.85%-21.3pp | 134.42%-119.8pp | 28.85%-14.3pp |
| Employer contribution / active EE | $3,268 | $2,378+37.4% | $4,818-32.2% | $2,588+26.3% |
| Participant deferral / active EE | $5,344 | $2,917+83.2% | $5,680-5.9% | $4,289+24.6% |
| Admin fee / account holder | $223 | $1,261-82.3% | $13,210-98.3% | $1,587-86.0% |