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 5-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 | $60,492 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $23,882 |
LEGACY PROFESSIONALS LLP1+ years Filed as: LEGACY ASSET MANAGEMENT Service code 27 · EIN 76-0574055 | Advisory (Plan) | $8,234 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $75,413 | $81,719-7.7% | $101,248-25.5% | $90,288-16.5% |
| Participation rate | 41.9% | 80.7%-38.8pp | 75.8%-33.9pp | 73.4%-31.4pp |
| Annual return | 391.35% | 337.64%+53.7pp | 46.47%+344.9pp | 53.97%+337.4pp |
| Employer contribution / active EE | $937 | $3,622-74.1% | $3,660-74.4% | $2,524-62.9% |
| Participant deferral / active EE | $2,172 | $3,310-34.4% | $4,370-50.3% | $4,232-48.7% |
| Admin fee / account holder | $156 | $162-3.5% | $5,945-97.4% | $114+37.0% |