Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: ALDRICH WEALTH LP Service code 26 · EIN 93-1244319 | Advisory (Participants) | $51,350 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $5,400 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,290 | $82,979-41.8% | $102,412-52.8% | $77,736-37.9% |
| Participation rate | 99.4% | 71.5%+27.8pp | 74.5%+24.9pp | 70.6%+28.8pp |
| Annual return | 12.01% | 19.11%-7.1pp | 24.94%-12.9pp | 31.26%-19.3pp |
| Employer contribution / active EE | $9,015 | $3,554+153.7% | $3,870+133.0% | $2,728+230.5% |
| Participant deferral / active EE | $5,527 | $4,109+34.5% | $5,060+9.2% | $4,651+18.9% |
| Admin fee / account holder | $280 | $639-56.1% | $8,388-96.7% | $433-35.3% |