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 |
|---|---|---|
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL CORPORATION Service code 53 | Insurance Commissions | $2,111 |
PROFESSIONAL BENEFIT SERVICES1+ years Service code 49 · EIN 93-0997477 1193 ROYVONNE SE, SUITE 22 · SALEM, OR 97302 | Other Services | $1,275 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $28,524 | $76,552-62.7% | $123,892-77.0% | $62,891-54.6% |
| Participation rate | 43.3% | 73.0%-29.6pp | 81.4%-38.1pp | 69.3%-26.0pp |
| Annual return | 8.38% | 18.68%-10.3pp | 47.52%-39.1pp | 20.14%-11.8pp |
| Employer contribution / active EE | $1,466 | $2,883-49.1% | $4,617-68.2% | $2,281-35.7% |
| Participant deferral / active EE | $8,895 | $4,840+83.8% | $5,984+48.6% | $3,203+177.7% |
| Admin fee / account holder | $20 | $4,826-99.6% | $8,357-99.8% | $4,296-99.5% |