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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $163,310 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $25,972 |
RYUN, GIVENS, & CO. P.L.1 year Service code 10 · EIN 42-0732909 | Accounting | $19,310 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $15,036 | $56,095-73.2% | $178,490-91.6% | $90,288-83.3% |
| Participation rate | 65.8% | 65.6%+0.3pp | 81.9%-16.1pp | 73.4%-7.5pp |
| Annual return | 14.80% | 28.81%-14.0pp | 151.07%-136.3pp | 53.97%-39.2pp |
| Employer contribution / active EE | $1 | $1,572-99.9% | $5,011-100.0% | $2,524-100.0% |
| Participant deferral / active EE | $1,081 | $2,669-59.5% | $5,202-79.2% | $4,232-74.5% |
| Admin fee / account holder | $102 | $101+1.1% | $13,984-99.3% | $114-10.8% |