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 | Distribution (12b-1) fees; Recordkeep... | $161,856 |
LPL FINANCIAL3+ years Service code 16 · EIN 04-3046611 | Consulting | $112,850 |
GREERWALKER LLP3+ years Filed as: GREER WALKER, LLP Service code 10 · EIN 56-1434747 | Accounting | $14,000 |
MID ATLANTIC CAPITAL CORPORATION3+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $76,714 | $41,256+85.9% | $86,590-11.4% | $77,958-1.6% |
| Participation rate | 54.3% | 63.0%-8.7pp | 73.5%-19.3pp | 71.6%-17.4pp |
| Annual return | 14.98% | 17.67%-2.7pp | 964.84%-949.9pp | 20.87%-5.9pp |
| Employer contribution / active EE | $735 | $1,613-54.4% | $2,839-74.1% | $2,310-68.2% |
| Participant deferral / active EE | $2,229 | $2,332-4.4% | $3,609-38.2% | $3,537-37.0% |
| Admin fee / account holder | $178 | $71+151.5% | $4,906-96.4% | $97+82.8% |