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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping and information managem... | $171,051 |
LPL FINANCIAL2+ years Service code 16 · EIN 04-3046611 | Consulting | $112,850 |
LEONARD, NULHERIN & GREENE, PC2+ years Service code 10 · EIN 04-3108635 | Accounting | $15,180 |
GREERWALKER LLP2+ years Filed as: GREER WALKER, LLP Service code 10 · EIN 56-1434747 | Accounting | $14,000 |
MID ATLANTIC CAPITAL CORPORATION2+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $68,609 | $34,495+98.9% | $78,689-12.8% | $63,975+7.2% |
| Participation rate | 51.5% | 60.8%-9.3pp | 73.6%-22.1pp | 71.1%-19.7pp |
| Annual return | 7.45% | 11.62%-4.2pp | 62.18%-54.7pp | 48.65%-41.2pp |
| Employer contribution / active EE | $692 | $1,398-50.5% | $2,851-75.7% | $2,182-68.3% |
| Participant deferral / active EE | $2,110 | $2,100+0.5% | $3,517-40.0% | $3,356-37.1% |
| Admin fee / account holder | $302 | $68+344.4% | $4,510-93.3% | $70+328.9% |