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 FINANCIAL4 years Service code 15 · EIN 04-3046611 | Recordkeeping | $8,544 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,202 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 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 | $11,537 | $85,135-86.4% | $98,907-88.3% | $73,409-84.3% |
| Participation rate | 80.0% | 81.1%-1.1pp | 76.0%+4.0pp | 72.2%+7.8pp |
| Annual return | 31.30% | 19.14%+12.2pp | 196.43%-165.1pp | 59.29%-28.0pp |
| Employer contribution / active EE | $475 | $2,721-82.5% | $2,689-82.3% | $2,234-78.7% |
| Participant deferral / active EE | $2,631 | $4,349-39.5% | $4,244-38.0% | $3,805-30.9% |
| Admin fee / account holder | $64 | $139-54.2% | $6,642-99.0% | $158-59.6% |