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 FINANCIAL4+ years Filed as: LPL FINANCIAL, LLC Service code 27 PO BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $35,900 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $23,324 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $170,805 | $89,652+90.5% | $141,162+21.0% | $65,185+162.0% |
| Participation rate | 80.3% | 74.7%+5.6pp | 82.5%-2.1pp | 70.2%+10.1pp |
| Annual return | 19.44% | 32.79%-13.4pp | 71.39%-52.0pp | 29.38%-9.9pp |
| Employer contribution / active EE | $4,035 | $3,065+31.7% | $4,735-14.8% | $2,177+85.4% |
| Participant deferral / active EE | $6,199 | $5,691+8.9% | $6,709-7.6% | $3,514+76.4% |
| Admin fee / account holder | $320 | $569-43.7% | $10,261-96.9% | $847-62.2% |