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 |
|---|---|---|
LOCUST LANE PARTNERS LLC3 years Service code 27 · EIN 86-1789907 | Advisory (Plan) | $71,420 |
Service code 37 · EIN 04-2647786 | Loan Processing | $70,562 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $30,651 | $53,165-42.3% | $86,188-64.4% | $74,419-58.8% |
| Participation rate | 70.7% | 64.9%+5.8pp | 69.0%+1.7pp | 70.7%0pp |
| Annual return | 21.79% | 22.64%-0.8pp | 1168.45%-1146.7pp | 34.38%-12.6pp |
| Employer contribution / active EE | $637 | $1,210-47.4% | $2,380-73.2% | $2,637-75.9% |
| Participant deferral / active EE | $3,718 | $3,234+15.0% | $3,985-6.7% | $4,528-17.9% |
| Admin fee / account holder | $184 | $551-66.6% | $6,852-97.3% | $348-47.1% |