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 37 · EIN 04-2647786 | Loan Processing | $1,100 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL LLC Service code 61 · EIN 95-2834236 | Finders' fees / placement fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $79,210 | $60,165+31.7% | $74,183+6.8% | $55,167+43.6% |
| Participation rate | 64.9% | 74.2%-9.3pp | 76.6%-11.8pp | 69.0%-4.1pp |
| Annual return | 11.82% | 10.00%+1.8pp | 17.74%-5.9pp | 169.23%-157.4pp |
| Employer contribution / active EE | $0 | $1,600-100.0% | $2,370-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $9,857 | $2,973+231.6% | $3,550+177.7% | $3,054+222.7% |
| Admin fee / account holder | $6 | $419-98.6% | $5,586-99.9% | $504-98.8% |