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 year Service code 27 75 STATE STREET · BOSTON, MA 02109 | Advisory (Plan) | $18,054 |
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $9,032 |
Service code 27 · EIN 45-0389744 | Advisory (Plan) | $5,890 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $41,421 | $58,083-28.7% | $80,019-48.2% | $56,287-26.4% |
| Participation rate | 68.6% | 73.6%-5.0pp | 75.8%-7.2pp | 69.9%-1.2pp |
| Annual return | -6.13% | 34.61%-40.7pp | 11.22%-17.3pp | -9.96%+3.8pp |
| Employer contribution / active EE | $443 | $1,932-77.1% | $2,468-82.1% | $2,111-79.0% |
| Participant deferral / active EE | $1,508 | $3,135-51.9% | $3,686-59.1% | $3,350-55.0% |
| Admin fee / account holder | $236 | $623-62.2% | $6,521-96.4% | $521-54.8% |