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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $58,474 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $33,252 |
RSM US LLP5+ years Service code 10 · EIN 42-0714325 | Accounting | $19,467 |
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,352 |
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 | $50,944 | $69,159-26.3% | $125,175-59.3% | $67,579-24.6% |
| Participation rate | 96.5% | 78.2%+18.3pp | 79.8%+16.7pp | 71.3%+25.2pp |
| Annual return | 20.09% | 27.12%-7.0pp | 43.79%-23.7pp | 378.56%-358.5pp |
| Employer contribution / active EE | $1,218 | $2,023-39.8% | $3,865-68.5% | $2,148-43.3% |
| Participant deferral / active EE | $3,385 | $3,700-8.5% | $4,937-31.4% | $3,539-4.3% |
| Admin fee / account holder | $191 | $142+34.6% | $9,702-98.0% | $142+34.1% |