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 9-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 FINANCIAL5 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $30,000 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $20,908 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,529 |
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 | $130,332 | $95,274+36.8% | $135,903-4.1% | $74,419+75.1% |
| Participation rate | 95.6% | 78.2%+17.5pp | 81.9%+13.7pp | 70.7%+24.9pp |
| Annual return | 27.29% | 32.77%-5.5pp | 68.23%-40.9pp | 34.38%-7.1pp |
| Employer contribution / active EE | $4,748 | $3,874+22.5% | $4,856-2.2% | $2,637+80.0% |
| Participant deferral / active EE | $13,132 | $7,782+68.7% | $7,758+69.3% | $4,528+190.0% |
| Admin fee / account holder | $46 | $266-82.7% | $10,762-99.6% | $348-86.8% |