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 | $1,100 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL CORPORATION Service code 61 · EIN 95-2834236 | Finders' fees / placement fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $64,333 | $50,464+27.5% | $75,781-15.1% | $52,331+22.9% |
| Participation rate | 55.8% | 66.8%-11.0pp | 75.8%-20.1pp | 68.1%-12.4pp |
| Annual return | -0.66% | 1.03%-1.7pp | 9.68%-10.3pp | 4.54%-5.2pp |
| Employer contribution / active EE | $977 | $1,988-50.8% | $3,323-70.6% | $1,882-48.1% |
| Participant deferral / active EE | $1,951 | $2,570-24.1% | $3,651-46.6% | $3,022-35.4% |
| Admin fee / account holder | $17 | $1,103-98.5% | $5,299-99.7% | $592-97.1% |