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 FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 55 | Other Commissions | $8,760 |
THE RETIREMENT ADVANTAGE INC4 years Service code 13 101 E GRAND AVENUE SUITE 16 · PORT WASHINGTON, WI 53074 | Contract Administrator | $2,350 |
Filed as: LEAF HOUSE FINANCIAL ADVISORS Service code 99 6504 BRIDGE POINT PKWY · AUSTIN, TX 787305097 | Other Fees | $1,798 |
MORNINGSTAR4 years Filed as: MORNINGSTAR INC MORNINGSTAR ASSOCIA Service code 99 5904 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Other Fees | $215 |
LPL FINANCIAL2 years Filed as: LPL FINANACIAL LLC Service code 55 PO BOX 509026 · SAN DIEGO, CA 92150 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $17,720 | $46,292-61.7% | $143,757-87.7% | $64,808-72.7% |
| Participation rate | 59.8% | 64.2%-4.5pp | 80.3%-20.5pp | 71.5%-11.7pp |
| Annual return | -16.86% | -10.05%-6.8pp | -0.04%-16.8pp | 32.82%-49.7pp |
| Employer contribution / active EE | $361 | $1,910-81.1% | $4,951-92.7% | $2,506-85.6% |
| Participant deferral / active EE | $1,800 | $2,646-32.0% | $5,637-68.1% | $4,310-58.2% |
| Admin fee / account holder | $119 | $154-22.8% | $14,673-99.2% | $188-36.8% |