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 FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $30,000 |
BRIGGS & VESELKA CO.1 year Filed as: BRIGGS AND VESELKA CO Service code 10 · EIN 74-1769118 | Accounting | $17,325 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$69,116 |
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 | $108,614 | $79,519+36.6% | $95,952+13.2% | $73,409+48.0% |
| Participation rate | 97.3% | 81.2%+16.1pp | 77.1%+20.2pp | 72.2%+25.1pp |
| Annual return | 17.79% | 19.20%-1.4pp | 91.61%-73.8pp | 59.29%-41.5pp |
| Employer contribution / active EE | $2,089 | $2,048+2.0% | $2,541-17.8% | $2,234-6.5% |
| Participant deferral / active EE | $5,748 | $4,138+38.9% | $4,167+37.9% | $3,805+51.0% |
| Admin fee / account holder | -$43 | $184-123.6% | $6,795-100.6% | $158-127.5% |