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 FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $55,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $36,662 |
WINDHAM BRANNON2 years Filed as: WINDHAM BRANNON, P.C. Service code 10 · EIN 58-1763439 | Accounting | $35,071 |
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 | $50,019 | $97,954-48.9% | $115,157-56.6% | $77,787-35.7% |
| Participation rate | 94.9% | 52.3%+42.6pp | 75.9%+19.0pp | 73.2%+21.7pp |
| Annual return | 25.57% | 23.95%+1.6pp | 35.60%-10.0pp | 32.57%-7.0pp |
| Employer contribution / active EE | $1,853 | $927+99.9% | $3,179-41.7% | $2,504-26.0% |
| Participant deferral / active EE | $4,029 | $1,655+143.4% | $4,168-3.4% | $3,967+1.5% |
| Admin fee / account holder | $25 | $347-92.8% | $7,088-99.6% | $100-74.9% |