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 FINANCIAL2+ years Filed as: WELCH,/LPL Service code 49 9785 TOWN CENTER DRIVE · SAN DIEGO, CA 92121 | Other Services | $9,833 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $5,888 |
DEAM DISTRIBUTORS, INC.1+ years Filed as: DEAM TRUST COMPANY Service code 99 | Other Fees | $1,750 |
ADP BROKER-DEALER2+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
DEAM DISTRIBUTORS, INC.1+ years Service code 63 · EIN 36-3976708 | 12b-1 Fees | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $38,680 | $47,944-19.3% | $67,834-43.0% | $62,891-38.5% |
| Participation rate | 85.1% | 61.1%+24.0pp | 68.8%+16.3pp | 69.3%+15.8pp |
| Annual return | 7.15% | 11.77%-4.6pp | 138.47%-131.3pp | 20.14%-13.0pp |
| Employer contribution / active EE | $460 | $1,562-70.6% | $2,403-80.9% | $2,281-79.8% |
| Participant deferral / active EE | $4,019 | $2,247+78.9% | $3,160+27.2% | $3,203+25.5% |
| Admin fee / account holder | $56 | $3,712-98.5% | $4,622-98.8% | $4,296-98.7% |