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 FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $21,652 |
KETEL THORSTENSON, LLP2 years Filed as: KETEL THORSTENSON LLP Service code 10 · EIN 46-0257538 | Accounting | $7,466 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,782 |
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 | $67,280 | $59,263+13.5% | $96,562-30.3% | $79,386-15.3% |
| Participation rate | 92.3% | 61.9%+30.4pp | 69.8%+22.5pp | 70.7%+21.6pp |
| Annual return | 14.37% | 27.07%-12.7pp | 37.78%-23.4pp | 116.85%-102.5pp |
| Employer contribution / active EE | $588 | $1,216-51.7% | $2,356-75.1% | $2,427-75.8% |
| Participant deferral / active EE | $5,131 | $2,948+74.1% | $3,849+33.3% | $4,046+26.8% |
| Admin fee / account holder | $224 | $658-66.0% | $6,181-96.4% | $626-64.2% |