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 FINANCIAL3+ years Service code 15 · EIN 04-3046611 | Recordkeeping | $11,270 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,075 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 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 | $21,538 | $72,404-70.3% | $110,238-80.5% | $64,186-66.4% |
| Participation rate | 92.5% | 73.3%+19.2pp | 79.8%+12.7pp | 69.6%+23.0pp |
| Annual return | -5.82% | -6.29%+0.5pp | 314.74%-320.6pp | 7.63%-13.5pp |
| Employer contribution / active EE | $370 | $2,282-83.8% | $3,826-90.3% | $2,381-84.5% |
| Participant deferral / active EE | $3,638 | $3,469+4.9% | $4,672-22.1% | $3,470+4.9% |
| Admin fee / account holder | $95 | $5,664-98.3% | $8,547-98.9% | $4,888-98.1% |