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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $211,905 |
LPL FINANCIAL5 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $70,000 |
WINDHAM BRANNON6 years Filed as: WINDHAM BRANNON PC Service code 10 · EIN 58-1763439 | Accounting | $41,000 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $45,732 | $78,044-41.4% | $104,294-56.2% | $78,044-41.4% |
| Participation rate | 96.0% | 74.4%+21.6pp | 73.3%+22.8pp | 74.4%+21.6pp |
| Annual return | -18.49% | 10.87%-29.4pp | 24.61%-43.1pp | 10.87%-29.4pp |
| Employer contribution / active EE | $2,218 | $3,125-29.0% | $3,372-34.2% | $3,125-29.0% |
| Participant deferral / active EE | $4,808 | $5,084-5.4% | $4,625+4.0% | $5,084-5.4% |
| Admin fee / account holder | $45 | $79-43.5% | $7,339-99.4% | $79-43.5% |