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 | $90,684 |
LPL FINANCIAL4 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $54,731 |
PBMARES, LLP1 year Filed as: PBMARES Service code 10 · EIN 54-0737372 | Accounting | $20,055 |
STRATEGIC ADVISORS, INC.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,314 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $60,672 | $86,225-29.6% | $146,665-58.6% | $86,799-30.1% |
| Participation rate | 98.1% | 78.0%+20.1pp | 80.1%+18.0pp | 72.3%+25.8pp |
| Annual return | 12.37% | 31.23%-18.9pp | 22.74%-10.4pp | 97.91%-85.5pp |
| Employer contribution / active EE | $1,709 | $2,392-28.6% | $4,136-58.7% | $2,405-28.9% |
| Participant deferral / active EE | $5,121 | $4,245+20.6% | $5,506-7.0% | $4,131+24.0% |
| Admin fee / account holder | $247 | $195+26.6% | $10,280-97.6% | $170+45.8% |