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 |
|---|---|---|
NWPS3 years Service code 15 · EIN 91-2090931 | Recordkeeping | $31,798 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL LLC Service code 16 · EIN 04-3046611 | Consulting | $14,175 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $4,563 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $29,298 | $30,086-2.6% | $61,373-52.3% | $64,808-54.8% |
| Participation rate | 32.1% | 36.4%-4.3pp | 52.6%-20.5pp | 71.5%-39.4pp |
| Annual return | -15.38% | -13.99%-1.4pp | 338.61%-354.0pp | 32.82%-48.2pp |
| Employer contribution / active EE | $262 | $536-51.1% | $1,159-77.4% | $2,506-89.5% |
| Participant deferral / active EE | $1,156 | $1,126+2.6% | $2,125-45.6% | $4,310-73.2% |
| Admin fee / account holder | $214 | $148+44.5% | $2,130-89.9% | $188+14.0% |