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 4-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 |
|---|---|---|
SUMMIT EQUITIES, INC.4+ years Service code 26 · EIN 22-2387914 | Advisory (Participants) | $372,560 |
LPL FINANCIAL4+ years Filed as: LPL FINANCIAL- ANDY LUBASH Service code 26 · EIN 04-3046611 | Advisory (Participants) | $122,500 |
Filed as: JP MORGAN CHASE Service code 27 · EIN 13-4110995 | Advisory (Plan) | $85,000 |
Filed as: VERDENCE CAPITAL ADVISORS Service code 26 · EIN 82-1548745 | Advisory (Participants) | $77,145 |
ROLAND CRISS FIDUCIARY SERVICES4+ years Filed as: ROLAND CRISS Service code 12 · EIN 75-2866255 | Claims processing; Participant loan p... | $63,000 |
JOHNSON BANK1 year Filed as: JOHNSON INVESTMENT COUNSEL Service code 26 · EIN 31-1801770 | Advisory (Participants) | $48,092 |
STRATEGIC ADVISORS, INC.2 years Filed as: STRATEGIC ADVISORS Service code 27 · EIN 04-2654524 | Advisory (Plan) | $20,473 |
MATRIX TRUST COMPANY4+ years Service code 19 · EIN 75-3182674 | Securities Custodian | $6,484 |
Service code 26 · EIN 20-2438945 | Advisory (Participants) | $5,348 |
FID INV INST OPS CO2 years Service code 15 · EIN 04-2647786 | Recordkeeping | -$99,573 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,329 | $67,679+55.6% | $155,509-32.3% | $99,062+6.3% |
| Participation rate | 61.1% | 67.2%-6.1pp | 78.2%-17.1pp | 71.6%-10.5pp |
| Annual return | 18.82% | 16.16%+2.7pp | 64.67%-45.8pp | 17.66%+1.2pp |
| Employer contribution / active EE | $4,302 | $2,268+89.7% | $4,672-7.9% | $3,262+31.9% |
| Participant deferral / active EE | $3,452 | $3,828-9.8% | $5,626-38.7% | $5,331-35.3% |
| Admin fee / account holder | $189 | $94+102.2% | $15,912-98.8% | $109+73.9% |