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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $10,538 |
LPL FINANCIAL2+ years Service code 61 · EIN 13-2953455 | Finders' fees / placement fees | $0 |
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 | $17,403 | $36,916-52.9% | $156,549-88.9% | $57,658-69.8% |
| Participation rate | 32.8% | 63.4%-30.6pp | 84.0%-51.2pp | 70.2%-37.4pp |
| Annual return | 16.88% | 12.38%+4.5pp | 32.23%-15.4pp | 5.13%+11.7pp |
| Employer contribution / active EE | $651 | $1,571-58.5% | $5,501-88.2% | $1,974-67.0% |
| Participant deferral / active EE | $1,073 | $1,926-44.3% | $4,871-78.0% | $3,061-64.9% |
| Admin fee / account holder | $28 | $82-66.3% | $13,027-99.8% | $95-70.6% |