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 |
|---|---|---|
NWPS1 year Service code 15 · EIN 91-2090931 | Recordkeeping | $41,040 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 16 · EIN 04-3046611 | Consulting | $11,654 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $4,236 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $26,767 | $29,369-8.9% | $77,482-65.5% | $73,409-63.5% |
| Participation rate | 35.2% | 37.9%-2.7pp | 54.2%-19.0pp | 72.2%-36.9pp |
| Annual return | 12.05% | 358.15%-346.1pp | 54.79%-42.7pp | 59.29%-47.2pp |
| Employer contribution / active EE | $146 | $406-63.9% | $986-85.1% | $2,234-93.4% |
| Participant deferral / active EE | $923 | $941-1.9% | $1,861-50.4% | $3,805-75.7% |
| Admin fee / account holder | $223 | $123+81.9% | $2,858-92.2% | $158+41.4% |