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 9-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 FINANCIAL3 years Service code 15 · EIN 04-3046611 | Recordkeeping | $79,220 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $19,600 |
ADP BROKER-DEALER3 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $54,755 | $50,982+7.4% | $154,803-64.6% | $85,563-36.0% |
| Participation rate | 93.7% | 59.8%+33.9pp | 78.1%+15.6pp | 66.0%+27.7pp |
| Annual return | 37.26% | 30.35%+6.9pp | 58.88%-21.6pp | 31.51%+5.8pp |
| Employer contribution / active EE | $3,819 | $1,708+123.6% | $4,305-11.3% | $2,654+43.9% |
| Participant deferral / active EE | $10,253 | $2,474+314.4% | $5,540+85.1% | $4,375+134.3% |
| Admin fee / account holder | $168 | $846-80.1% | $14,329-98.8% | $834-79.8% |