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 FINANCIAL7 years Service code 15 · EIN 04-3046611 | Recordkeeping | $11,182 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,245 |
ADP BROKER-DEALER7 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $103,089 | $56,053+83.9% | $75,972+35.7% | $80,856+27.5% |
| Participation rate | 100.0% | 62.0%+38.0pp | 69.1%+30.9pp | 67.6%+32.4pp |
| Annual return | 12.66% | 20.53%-7.9pp | 359.55%-346.9pp | 35.59%-22.9pp |
| Employer contribution / active EE | $5,307 | $1,874+183.2% | $2,685+97.7% | $2,755+92.6% |
| Participant deferral / active EE | $5,590 | $3,052+83.2% | $4,255+31.4% | $4,296+30.1% |
| Admin fee / account holder | $140 | $5,234-97.3% | $6,467-97.8% | $6,918-98.0% |