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 6-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 |
|---|---|---|
FORDHAM & CO LLP4 years Filed as: FORDHAM GOODFELLOW LLP Service code 10 · EIN 93-1298398 | Accounting | $14,869 |
Service code 25 · EIN 04-2647786 | Directed Trustee | $11,433 |
LPL FINANCIAL4 years Filed as: LPL FINANCIAL LLC Service code 55 · EIN 04-3046611 | Other Commissions | $11,197 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $23,282 | $59,417-60.8% | $93,606-75.1% | $74,495-68.7% |
| Participation rate | 75.2% | 59.7%+15.6pp | 68.7%+6.5pp | 67.2%+8.0pp |
| Annual return | 11.06% | 81.83%-70.8pp | 133.20%-122.1pp | 1364.94%-1353.9pp |
| Employer contribution / active EE | $0 | $1,264-100.0% | $2,420-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $2,079 | $3,050-31.8% | $4,411-52.9% | $4,346-52.2% |
| Admin fee / account holder | $120 | $3,021-96.0% | $8,285-98.6% | $1,942-93.8% |