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 | $64,728 |
LPL FINANCIAL5 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $51,732 |
PBMARES, LLP2 years Filed as: PBMARES Service code 10 · EIN 54-0737372 | Accounting | $20,475 |
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,601 |
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 | $49,876 | $71,142-29.9% | $119,609-58.3% | $64,808-23.0% |
| Participation rate | 96.5% | 78.6%+17.9pp | 79.3%+17.2pp | 71.5%+25.0pp |
| Annual return | -16.11% | -10.01%-6.1pp | -14.97%-1.1pp | 32.82%-48.9pp |
| Employer contribution / active EE | $1,751 | $2,497-29.9% | $4,232-58.6% | $2,506-30.1% |
| Participant deferral / active EE | $5,014 | $4,490+11.7% | $5,602-10.5% | $4,310+16.3% |
| Admin fee / account holder | $209 | $162+29.0% | $10,323-98.0% | $188+11.4% |