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 3-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: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $23,864 |
Service code 37 · EIN 04-2647786 | Loan Processing | $22,067 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,194 |
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 | $64,482 | $87,870-26.6% | $113,168-43.0% | $74,304-13.2% |
| Participation rate | 84.9% | 70.7%+14.1pp | 76.6%+8.3pp | 60.3%+24.5pp |
| Annual return | 17.08% | 26.44%-9.4pp | 24.27%-7.2pp | 29.43%-12.4pp |
| Employer contribution / active EE | $1,821 | $2,277-20.0% | $2,975-38.8% | $2,241-18.7% |
| Participant deferral / active EE | $6,398 | $4,241+50.9% | $5,107+25.3% | $3,767+69.8% |
| Admin fee / account holder | $292 | $3,368-91.3% | $12,068-97.6% | $2,969-90.2% |