Filed April 7, 2021
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 Service code 26 · EIN 04-3046611 | Advisory (Participants) | $23,606 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $9,752 |
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 | $75,093 | $122,239-38.6% | $184,203-59.2% | $74,495+0.8% |
| Participation rate | 89.1% | 85.5%+3.6pp | 86.8%+2.3pp | 67.2%+21.9pp |
| Annual return | 16.82% | 19.95%-3.1pp | 28.81%-12.0pp | 1364.94%-1348.1pp |
| Employer contribution / active EE | $1,970 | $4,537-56.6% | $6,427-69.4% | $2,623-24.9% |
| Participant deferral / active EE | $4,497 | $7,139-37.0% | $9,131-50.7% | $4,346+3.5% |
| Admin fee / account holder | $212 | $1,260-83.1% | $13,901-98.5% | $1,942-89.1% |