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 FINANCIAL5+ years Service code 53 4707 EXECUTIVE DR · SAN DIEGO, CA 92121 | Insurance Commissions | $10,983 |
DYATCH LLC5+ years Service code 15 381 HIGHLAND COLONY PARKWAY · RIDGELAND, MS 39157 | Recordkeeping | $2,062 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $65,785 | $49,138+33.9% | $84,015-21.7% | $65,185+0.9% |
| Participation rate | 41.7% | 60.7%-19.1pp | 69.0%-27.3pp | 70.2%-28.5pp |
| Annual return | 15.56% | 23.00%-7.4pp | 71.31%-55.7pp | 29.38%-13.8pp |
| Employer contribution / active EE | $1,012 | $914+10.8% | $1,983-49.0% | $2,177-53.5% |
| Participant deferral / active EE | $1,601 | $2,397-33.2% | $3,239-50.6% | $3,514-54.4% |
| Admin fee / account holder | $20 | $543-96.3% | $6,101-99.7% | $847-97.6% |