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 55 · EIN 04-3046611 | Other Commissions | $13,059 |
TRIAD ADVISORS INC1 year Service code 55 · EIN 65-0173164 | Other Commissions | $9,441 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,625 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,741 | $69,305-45.5% | $82,313-54.1% | $69,631-45.8% |
| Participation rate | 92.9% | 80.3%+12.6pp | 76.9%+16.0pp | 70.7%+22.2pp |
| Annual return | 13.12% | 21.47%-8.3pp | 25.88%-12.8pp | 27571.02%-27557.9pp |
| Employer contribution / active EE | $289 | $1,887-84.7% | $2,428-88.1% | $2,032-85.8% |
| Participant deferral / active EE | $3,715 | $3,568+4.1% | $3,706+0.2% | $3,224+15.2% |
| Admin fee / account holder | $14 | $97-85.6% | $5,608-99.8% | $110-87.3% |