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 | $59,687 |
LPL FINANCIAL4 years Filed as: LPL FINANCIAL LLC Service code 16 · EIN 04-3046611 | Consulting | $35,257 |
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 | $27,229 | $50,982-46.6% | $154,803-82.4% | $85,563-68.2% |
| Participation rate | 76.9% | 59.8%+17.1pp | 78.1%-1.1pp | 66.0%+11.0pp |
| Annual return | 18.13% | 30.35%-12.2pp | 58.88%-40.7pp | 31.51%-13.4pp |
| Employer contribution / active EE | $1,613 | $1,708-5.6% | $4,305-62.5% | $2,654-39.2% |
| Participant deferral / active EE | $3,539 | $2,474+43.0% | $5,540-36.1% | $4,375-19.1% |
| Admin fee / account holder | $13 | $846-98.5% | $14,329-99.9% | $834-98.4% |