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 7-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 15 · EIN 35-0145825 | Recordkeeping | $41,507 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL LLC Service code 16 · EIN 04-3046611 | Consulting | $23,358 |
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 | $19,643 | $50,815-61.3% | $155,509-87.4% | $77,643-74.7% |
| Participation rate | 73.5% | 63.1%+10.3pp | 78.2%-4.7pp | 70.6%+2.9pp |
| Annual return | 15.64% | 34.80%-19.2pp | 64.67%-49.0pp | 31.24%-15.6pp |
| Employer contribution / active EE | $1,132 | $1,993-43.2% | $4,672-75.8% | $2,726-58.5% |
| Participant deferral / active EE | $3,093 | $2,822+9.6% | $5,626-45.0% | $4,647-33.4% |
| Admin fee / account holder | $16 | $437-96.2% | $15,912-99.9% | $430-96.2% |