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 FINANCIAL3+ years Filed as: LPL FINANCIAL LLC Service code 99 PO BOX 502533 · SAN DIEGO, CA 92150 | Other Fees | $15,961 |
JPMORGAN INVEST HOLDINGS LLC3+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $2,598 |
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 | $34,434 | $63,299-45.6% | $91,001-62.2% | $62,292-44.7% |
| Participation rate | 95.3% | 73.3%+22.0pp | 75.6%+19.7pp | 69.5%+25.8pp |
| Annual return | 16.60% | 20.99%-4.4pp | 4.60%+12.0pp | 28.90%-12.3pp |
| Employer contribution / active EE | $880 | $1,807-51.3% | $2,456-64.2% | $2,042-56.9% |
| Participant deferral / active EE | $2,980 | $2,943+1.3% | $3,547-16.0% | $3,169-6.0% |
| Admin fee / account holder | $120 | $468-74.4% | $5,417-97.8% | $479-75.1% |