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+ years Filed as: LPL FINANCIAL CORPORATION Service code 53 · EIN 95-2834236 | Insurance Commissions | $17,925 |
GLOBAL RETIREMENT PARTNERS LLC1+ years Service code 27 · EIN 47-1411118 | Advisory (Plan) | $9,097 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $4,516 |
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 | $65,136 | $45,283+43.8% | $155,790-58.2% | $52,331+24.5% |
| Participation rate | 94.6% | 62.2%+32.4pp | 76.1%+18.5pp | 68.1%+26.5pp |
| Annual return | 0.06% | 1.80%-1.7pp | 71.54%-71.5pp | 4.54%-4.5pp |
| Employer contribution / active EE | $2,202 | $1,329+65.7% | $3,836-42.6% | $1,882+17.0% |
| Participant deferral / active EE | $4,972 | $2,854+74.2% | $4,797+3.6% | $3,022+64.5% |
| Admin fee / account holder | $19 | $981-98.1% | $7,478-99.7% | $592-96.8% |