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 FINANCIAL1 year Filed as: LPL FINANCIAL - CLIFFORD CADLE Service code 15 PO BOX 502533 · SAN DIEGO, CA 92150 | Recordkeeping | $7,466 |
PAYCHEX, INC.4+ years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $6,687 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $11,717 | $61,214-80.9% | $83,333-85.9% | $56,287-79.2% |
| Participation rate | 76.9% | 72.6%+4.3pp | 77.8%-0.9pp | 69.9%+7.0pp |
| Annual return | -5.42% | 0.42%-5.8pp | 10.63%-16.1pp | -9.96%+4.5pp |
| Employer contribution / active EE | $676 | $1,925-64.9% | $3,379-80.0% | $2,111-68.0% |
| Participant deferral / active EE | $1,202 | $5,091-76.4% | $5,565-78.4% | $3,350-64.1% |
| Admin fee / account holder | $121 | $512-76.4% | $7,510-98.4% | $521-76.8% |