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 FINANCIAL3+ years Filed as: KMS FINANCIAL SERVICES, INC. Service code 26 · EIN 91-0850651 2001 SIXTH AVENUE, SUITE 2801 · SEATTLE, WA 98121 | Advisory (Participants) | $16,160 |
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 | $80,421 | $64,909+23.9% | $82,313-2.3% | $62,292+29.1% |
| Participation rate | 67.6% | 74.9%-7.3pp | 76.9%-9.3pp | 69.5%-1.9pp |
| Annual return | 13.44% | 21.18%-7.7pp | 25.88%-12.4pp | 28.90%-15.5pp |
| Employer contribution / active EE | $0 | $1,676-100.0% | $2,428-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $3,175 | $3,103+2.3% | $3,706-14.3% | $3,169+0.2% |
| Admin fee / account holder | $156 | $440-64.4% | $5,608-97.2% | $479-67.4% |