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 9-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 37 · EIN 04-2647786 | Loan Processing | $78,893 |
LPL FINANCIAL4 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $50,000 |
HERBEIN & COMPANY, INC.1 year Filed as: HERBEIN + CO., INC. Service code 10 · EIN 23-2415973 | Accounting | $18,500 |
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 | $48,543 | $111,608-56.5% | $177,821-72.7% | $73,409-33.9% |
| Participation rate | 88.2% | 87.9%+0.3pp | 87.7%+0.4pp | 72.2%+16.0pp |
| Annual return | 14.18% | 18.23%-4.0pp | 48.32%-34.1pp | 59.29%-45.1pp |
| Employer contribution / active EE | $1,673 | $3,796-55.9% | $5,918-71.7% | $2,234-25.1% |
| Participant deferral / active EE | $4,436 | $6,199-28.4% | $7,714-42.5% | $3,805+16.6% |
| Admin fee / account holder | $225 | $166+35.9% | $12,427-98.2% | $158+42.5% |