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 |
|---|---|---|
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $26,551 |
COHNREZNICK LLP1+ years Service code 10 · EIN 22-1478099 | Accounting | $5,551 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,131 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported that benefits due were not provided when due.
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 | $59,958 | $70,908-15.4% | $98,907-39.4% | $73,488-18.4% |
| Participation rate | 67.3% | 73.8%-6.4pp | 76.0%-8.7pp | 70.7%-3.4pp |
| Annual return | 13.21% | 34.17%-21.0pp | 196.43%-183.2pp | 28.51%-15.3pp |
| Employer contribution / active EE | $1,419 | $2,036-30.3% | $2,689-47.2% | $2,270-37.5% |
| Participant deferral / active EE | $3,228 | $3,500-7.8% | $4,244-24.0% | $3,740-13.7% |
| Admin fee / account holder | $261 | $535-51.1% | $6,642-96.1% | $513-49.1% |