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 FINANCIAL2 years Filed as: LPL FINANCIAL CORPORATION RPCP Service code 15 · EIN 95-2834236 | Recordkeeping | $14,845 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $7,553 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $11,816 | $69,477-83.0% | $94,646-87.5% | $71,457-83.5% |
| Participation rate | 78.4% | 78.4%0pp | 80.8%-2.4pp | 67.9%+10.5pp |
| Annual return | 21.08% | 29.66%-8.6pp | 156.71%-135.6pp | 28.85%-7.8pp |
| Employer contribution / active EE | $0 | $2,853-100.0% | $3,672-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $3,604 | $7,345-50.9% | $7,418-51.4% | $4,289-16.0% |
| Admin fee / account holder | $77 | $1,210-93.7% | $7,231-98.9% | $1,587-95.2% |