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 9-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 13 · EIN 06-1050034 | Contract Administrator | $302,160 |
LPL FINANCIAL2+ years Filed as: LPL FINANCIAL, LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $50,000 |
MEADEN & MOORE, LTD.1 year Filed as: MEADEN AND MOORE Service code 10 · EIN 34-1818258 | Accounting | $23,000 |
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 | $81,747 | $96,458-15.3% | $136,294-40.0% | $77,958+4.9% |
| Participation rate | 100.0% | 75.4%+24.6pp | 81.9%+18.1pp | 71.6%+28.4pp |
| Annual return | 21.19% | 23.78%-2.6pp | 5155.94%-5134.7pp | 20.87%+0.3pp |
| Employer contribution / active EE | $2,535 | $3,144-19.4% | $4,695-46.0% | $2,310+9.7% |
| Participant deferral / active EE | $5,529 | $5,902-6.3% | $6,247-11.5% | $3,537+56.3% |
| Admin fee / account holder | $49 | $80-39.0% | $9,243-99.5% | $97-49.6% |