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 8-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 RPCP Service code 15 · EIN 04-3046611 P O BOX 502533 · SAN DIEGO, CA 92150 | Recordkeeping | $23,464 |
PAYCHEX, INC.2 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $11,205 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,277 | $84,487-59.4% | $125,339-72.7% | $66,914-48.8% |
| Participation rate | 93.1% | 76.4%+16.7pp | 82.4%+10.7pp | 69.8%+23.3pp |
| Annual return | 86.95% | -8.39%+95.3pp | 572.05%-485.1pp | 1.58%+85.4pp |
| Employer contribution / active EE | $3,351 | $3,553-5.7% | $4,814-30.4% | $2,544+31.7% |
| Participant deferral / active EE | $5,919 | $6,781-12.7% | $7,446-20.5% | $4,237+39.7% |
| Admin fee / account holder | $155 | $685-77.4% | $10,010-98.5% | $593-73.9% |