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 9-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 | $25,887 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $10,833 |
Filed as: ARY ROEPCKE MULCHAEY Service code 10 · EIN 52-2370901 | Accounting | $5,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $107,018 | $65,041+64.5% | $90,951+17.7% | $79,858+34.0% |
| Participation rate | 70.4% | 61.6%+8.8pp | 69.0%+1.4pp | 69.6%+0.8pp |
| Annual return | 13.78% | 30.45%-16.7pp | 134.60%-120.8pp | 31.71%-17.9pp |
| Employer contribution / active EE | $1,184 | $1,247-5.1% | $2,122-44.2% | $2,471-52.1% |
| Participant deferral / active EE | $7,936 | $2,512+215.9% | $3,373+135.3% | $3,740+112.2% |
| Admin fee / account holder | $354 | $4,536-92.2% | $5,959-94.1% | $5,306-93.3% |