Filed April 16, 2025
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 Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $47,820 |
DOEREN MAYHEW1 year Filed as: DOEREN MAYHEW ASSURANCE, PC Service code 10 · EIN 38-2492570 | Accounting | $15,750 |
MORGAN STANLEY SMITH BARNEY10+ years Service code 55 · EIN 26-4310632 | Other Commissions | $15,205 |
Service code 16 · EIN 75-2866255 | Consulting | $9,915 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$46,892 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,881 | $132,049-10.7% | $200,582-41.2% | $74,304+58.6% |
| Participation rate | 96.6% | 84.1%+12.5pp | 86.9%+9.7pp | 60.3%+36.2pp |
| Annual return | 17.71% | 22.22%-4.5pp | 42.33%-24.6pp | 29.43%-11.7pp |
| Employer contribution / active EE | $4,491 | $4,558-1.5% | $6,419-30.0% | $2,241+100.4% |
| Participant deferral / active EE | $7,709 | $7,213+6.9% | $9,331-17.4% | $3,767+104.6% |
| Admin fee / account holder | $110 | $2,405-95.4% | $16,305-99.3% | $2,969-96.3% |