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 |
|---|---|---|
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $16,595 |
KETEL THORSTENSON, LLP1 year Filed as: KETEL THORSTENSON LLP Service code 10 · EIN 46-0257538 | Accounting | $7,095 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,320 |
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 | $56,200 | $54,573+3.0% | $90,951-38.2% | $73,488-23.5% |
| Participation rate | 94.2% | 61.2%+33.0pp | 69.0%+25.2pp | 70.7%+23.5pp |
| Annual return | 14.04% | 16.69%-2.6pp | 134.60%-120.6pp | 28.51%-14.5pp |
| Employer contribution / active EE | $590 | $991-40.5% | $2,122-72.2% | $2,270-74.0% |
| Participant deferral / active EE | $3,841 | $2,517+52.6% | $3,373+13.9% | $3,740+2.7% |
| Admin fee / account holder | $171 | $521-67.2% | $5,959-97.1% | $513-66.7% |