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 8-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 Filed as: FINANCIAL ADVOCATES INVESTMENT MGMT Service code 15 · EIN 27-0435466 | Recordkeeping | $7,268 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,045 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,289 | $59,805-59.4% | $79,550-69.5% | $68,494-64.5% |
| Participation rate | 89.3% | 61.1%+28.3pp | 69.5%+19.8pp | 67.9%+21.4pp |
| Annual return | -17.83% | -12.30%-5.5pp | 0.16%-18.0pp | -7.84%-10.0pp |
| Employer contribution / active EE | $4,668 | $1,505+210.2% | $2,413+93.4% | $2,596+79.8% |
| Participant deferral / active EE | $9,556 | $3,024+216.0% | $3,985+139.8% | $4,027+137.3% |
| Admin fee / account holder | $106 | $4,835-97.8% | $6,832-98.4% | $5,403-98.0% |