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 FINANCIAL3 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $28,366 |
DOERENMAYHEW5+ years Filed as: DOERENMAYHEW & CO., P.C. Service code 10 · EIN 38-2492570 | Accounting | $6,250 |
DOREREN MAYHEW & CO P C3 years Service code 10 · EIN 38-2492570 | Accounting | $5,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,922 |
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 | $68,679 | $89,652-23.4% | $141,162-51.3% | $65,185+5.4% |
| Participation rate | 80.3% | 74.7%+5.6pp | 82.5%-2.2pp | 70.2%+10.1pp |
| Annual return | 25.61% | 32.79%-7.2pp | 71.39%-45.8pp | 29.38%-3.8pp |
| Employer contribution / active EE | $1,852 | $3,065-39.6% | $4,735-60.9% | $2,177-14.9% |
| Participant deferral / active EE | $6,104 | $5,691+7.3% | $6,709-9.0% | $3,514+73.7% |
| Admin fee / account holder | $231 | $569-59.3% | $10,261-97.7% | $847-72.7% |