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: KMS FINANCIAL SERVICES, INC. Service code 26 · EIN 91-0850651 2001 SIXTH AVENUE, SUITE 2801 · SEATTLE, WA 98121 | Advisory (Participants) | $29,137 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $61,498 | $54,320+13.2% | $67,652-9.1% | $52,331+17.5% |
| Participation rate | 64.6% | 73.6%-9.0pp | 75.7%-11.0pp | 68.1%-3.5pp |
| Annual return | -0.62% | 6.81%-7.4pp | 6625.04%-6625.7pp | 4.54%-5.2pp |
| Employer contribution / active EE | $0 | $1,544-100.0% | $2,266-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $2,811 | $2,950-4.7% | $3,560-21.0% | $3,022-7.0% |
| Admin fee / account holder | $252 | $527-52.2% | $4,821-94.8% | $592-57.5% |