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 | $210,750 |
LPL FINANCIAL6 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $70,000 |
WINDHAM BRANNON7 years Filed as: WINDHAM BRANNON PC Service code 10 · EIN 58-1763439 | Accounting | $45,000 |
MENTORO FINANCIAL EDUCATORS3 years Service code 26 · EIN 84-2190693 | Advisory (Participants) | $14,100 |
FLIMP COMMUNICATIONS1 year Service code 49 · EIN 35-2432198 | Other Services | $5,200 |
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 | $54,030 | $103,482-47.8% | $112,229-51.9% | $103,482-47.8% |
| Participation rate | 95.5% | 73.3%+22.3pp | 72.4%+23.1pp | 73.3%+22.3pp |
| Annual return | 23.17% | 33.11%-9.9pp | 30.20%-7.0pp | 33.11%-9.9pp |
| Employer contribution / active EE | $2,294 | $3,208-28.5% | $3,430-33.1% | $3,208-28.5% |
| Participant deferral / active EE | $5,155 | $5,207-1.0% | $4,798+7.4% | $5,207-1.0% |
| Admin fee / account holder | $43 | $114-62.2% | $7,748-99.4% | $114-62.2% |