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 FINANCIAL1+ years Service code 99 · EIN 42-0127290 | Other Fees | $0 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
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 | $62,423 | $70,002-10.8% | $115,037-45.7% | $52,331+19.3% |
| Participation rate | 95.9% | 72.1%+23.8pp | 81.4%+14.6pp | 68.1%+27.8pp |
| Annual return | -1.37% | 4.04%-5.4pp | 26.14%-27.5pp | 4.54%-5.9pp |
| Employer contribution / active EE | $2,371 | $2,715-12.7% | $4,608-48.6% | $1,882+26.0% |
| Participant deferral / active EE | $6,301 | $4,920+28.1% | $6,026+4.6% | $3,022+108.5% |
| Admin fee / account holder | $93 | $566-83.5% | $8,175-98.9% | $592-84.3% |