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 |
|---|---|---|
STRATEGIC ADVISORS, INC.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $51,976 |
LPL FINANCIAL2 years Filed as: LPL HOLDINGS, INC Service code 16 · EIN 04-3046611 | Consulting | $12,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$45,716 |
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 | $187,940 | $104,697+79.5% | $96,544+94.7% | $80,160+134.5% |
| Participation rate | 97.9% | 86.4%+11.5pp | 76.0%+21.9pp | 72.9%+24.9pp |
| Annual return | 23.90% | 21.78%+2.1pp | 25.84%-1.9pp | 40.38%-16.5pp |
| Employer contribution / active EE | $3,868 | $3,536+9.4% | $2,965+30.4% | $2,978+29.9% |
| Participant deferral / active EE | $11,956 | $6,188+93.2% | $4,851+146.5% | $5,017+138.3% |
| Admin fee / account holder | $110 | $107+3.4% | $8,252-98.7% | $145-23.9% |