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 Service code 99 · EIN 04-3046611 | Other Fees | $18,184 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $5,800 |
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 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 | $25,617 | $59,186-56.7% | $76,768-66.6% | $56,287-54.5% |
| Participation rate | 78.1% | 75.2%+2.9pp | 77.0%+1.1pp | 69.9%+8.3pp |
| Annual return | -2.70% | 6.62%-9.3pp | 2.43%-5.1pp | -9.96%+7.3pp |
| Employer contribution / active EE | $1,265 | $1,759-28.1% | $2,485-49.1% | $2,111-40.1% |
| Participant deferral / active EE | $3,223 | $3,255-1.0% | $3,852-16.3% | $3,350-3.8% |
| Admin fee / account holder | $31 | $489-93.6% | $6,675-99.5% | $521-94.0% |