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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,337 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL CORPORATION Service code 61 · EIN 95-2834236 | Finders' fees / placement fees | $0 |
SAGEPOINT FINANCIAL INC1+ years Service code 61 2800 N CENTRAL AVE STE 2100 · PHOENIX, AZ 85004 | Finders' fees / placement fees | $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 | $60,105 | $70,667-14.9% | $123,104-51.2% | $52,331+14.9% |
| Participation rate | 96.5% | 83.7%+12.7pp | 86.8%+9.7pp | 68.1%+28.4pp |
| Annual return | 5.80% | 6.23%-0.4pp | 13.22%-7.4pp | 4.54%+1.3pp |
| Employer contribution / active EE | $1,612 | $2,946-45.3% | $5,151-68.7% | $1,882-14.3% |
| Participant deferral / active EE | $5,680 | $4,493+26.4% | $6,230-8.8% | $3,022+87.9% |
| Admin fee / account holder | $8 | $506-98.4% | $9,015-99.9% | $592-98.6% |