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 FINANCIAL2+ years Filed as: CLEARPOINT FINANCIAL Service code 26 · EIN 27-3971851 | Advisory (Participants) | $16,005 |
Service code 12 · EIN 84-1477138 | Participant loan processing; Direct p... | $13,196 |
NEWPORT GROUP, INC.1 year Filed as: MATRIX FINANCIAL SOLUTIONS, INC. Service code 18 · EIN 20-1591048 | Float revenue; Shareholder servicing ... | $3,420 |
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 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 | $17,932 | $36,916-51.4% | $156,549-88.5% | $57,658-68.9% |
| Participation rate | 48.4% | 63.4%-15.0pp | 84.0%-35.6pp | 70.2%-21.8pp |
| Annual return | 6.43% | 12.38%-5.9pp | 32.23%-25.8pp | 5.13%+1.3pp |
| Employer contribution / active EE | $869 | $1,571-44.7% | $5,501-84.2% | $1,974-56.0% |
| Participant deferral / active EE | $1,095 | $1,926-43.1% | $4,871-77.5% | $3,061-64.2% |
| Admin fee / account holder | $116 | $82+40.7% | $13,027-99.1% | $95+22.8% |