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 |
|---|---|---|
ASSOCIATED TRUST COMPANY, N.A.6+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $16,307 |
LPL FINANCIAL3 years Service code 26 4707 EXECUTIVE DRIVE · SAN DIEGO, CA 92121 | Advisory (Participants) | $10,010 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $49,805 | $98,750-49.6% | $149,696-66.7% | $79,858-37.6% |
| Participation rate | 51.9% | 75.8%-23.9pp | 82.5%-30.6pp | 69.6%-17.8pp |
| Annual return | 13.18% | 27.43%-14.2pp | 276.60%-263.4pp | 31.71%-18.5pp |
| Employer contribution / active EE | $797 | $3,216-75.2% | $4,644-82.8% | $2,471-67.7% |
| Participant deferral / active EE | $2,157 | $5,680-62.0% | $6,842-68.5% | $3,740-42.3% |
| Admin fee / account holder | $342 | $6,053-94.4% | $9,309-96.3% | $5,306-93.6% |