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 FINANCIAL3 years Service code 27 75 STATE STREET · BOSTON, MA 02109 | Advisory (Plan) | $60,740 |
ASCENSUS LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $6,665 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $74,123 | $82,274-9.9% | $152,466-51.4% | $79,386-6.6% |
| Participation rate | 50.5% | 76.4%-25.9pp | 78.2%-27.7pp | 70.7%-20.2pp |
| Annual return | 11.82% | 7959.84%-7948.0pp | 757.33%-745.5pp | 116.85%-105.0pp |
| Employer contribution / active EE | $2,493 | $3,613-31.0% | $4,327-42.4% | $2,427+2.7% |
| Participant deferral / active EE | $4,547 | $4,969-8.5% | $5,820-21.9% | $4,046+12.4% |
| Admin fee / account holder | $362 | $632-42.7% | $15,805-97.7% | $626-42.2% |