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 |
|---|---|---|
Filed as: FIDELITY WORKPLACE SERVICES LLC Service code 14 · EIN 04-3532603 | Plan Administrator | $92,700 |
LPL FINANCIAL8 years Filed as: LPL FINANCIAL LLC Service code 16 · EIN 04-3046611 | Consulting | $37,500 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,407 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,558 | $48,698-51.6% | $93,606-74.8% | $199,593-88.2% |
| Participation rate | 84.7% | 63.5%+21.2pp | 68.7%+16.0pp | 72.0%+12.8pp |
| Annual return | 13.89% | 15.34%-1.5pp | 133.20%-119.3pp | 34.25%-20.4pp |
| Employer contribution / active EE | $621 | $1,135-45.3% | $2,420-74.3% | $3,034-79.5% |
| Participant deferral / active EE | $2,996 | $2,817+6.3% | $4,411-32.1% | $5,087-41.1% |
| Admin fee / account holder | $37 | $195-81.1% | $8,285-99.6% | $269-86.3% |