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 FINANCIAL2+ years Filed as: LPL FINANCIAL LLC Service code 99 PO BOX 502533 · SAN DIEGO, CA 92150 | Other Fees | $14,272 |
JPMORGAN INVEST HOLDINGS LLC2+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $5,755 |
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 | $29,554 | $56,629-47.8% | $77,999-62.1% | $55,167-46.4% |
| Participation rate | 95.1% | 73.3%+21.8pp | 75.5%+19.6pp | 69.0%+26.1pp |
| Annual return | 6.75% | 2866.98%-2860.2pp | 425.96%-419.2pp | 169.23%-162.5pp |
| Employer contribution / active EE | $700 | $1,723-59.4% | $2,470-71.7% | $1,963-64.3% |
| Participant deferral / active EE | $2,403 | $2,777-13.5% | $3,497-31.3% | $3,054-21.3% |
| Admin fee / account holder | $94 | $467-79.8% | $5,480-98.3% | $504-81.3% |