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 |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $1,785 |
LPL FINANCIAL2+ years Filed as: KMS FINANCIAL SERVICES, INC. Service code 33 · EIN 91-0850651 | Securities brokerage; Securities brok... | $0 |
PRUCO SECURITIES, LLC2+ years Filed as: PRUCO SECURITIES CORPORATION Service code 33 · EIN 22-1921421 | Securities brokerage commissions and ... | $0 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $57,221 | $46,732+22.4% | $156,549-63.4% | $55,167+3.7% |
| Participation rate | 44.0% | 65.8%-21.8pp | 84.0%-40.0pp | 69.0%-25.0pp |
| Annual return | 2.17% | 17.72%-15.5pp | 32.23%-30.1pp | 169.23%-167.1pp |
| Employer contribution / active EE | $634 | $2,105-69.9% | $5,501-88.5% | $1,963-67.7% |
| Participant deferral / active EE | $2,055 | $2,204-6.8% | $4,871-57.8% | $3,054-32.7% |
| Admin fee / account holder | $20 | $418-95.1% | $13,027-99.8% | $504-95.9% |