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 FINANCIAL1 year Filed as: LPL FINANCIAL RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $8,632 |
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,280 |
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 | $34,400 | $71,883-52.1% | $86,677-60.3% | $68,494-49.8% |
| Participation rate | 80.0% | 72.2%+7.8pp | 76.6%+3.4pp | 67.9%+12.1pp |
| Annual return | -15.30% | 3.52%-18.8pp | 35.91%-51.2pp | -7.84%-7.5pp |
| Employer contribution / active EE | $1,050 | $2,173-51.7% | $2,836-63.0% | $2,596-59.6% |
| Participant deferral / active EE | $3,485 | $3,779-7.8% | $4,656-25.1% | $4,027-13.5% |
| Admin fee / account holder | $150 | $6,112-97.5% | $7,493-98.0% | $5,403-97.2% |