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 FINANCIAL6+ years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 58-1428634 | Advisory (Plan) | $23,177 |
Filed as: MASSMUTUAL RETIREMENT SERVICES Service code 15 · EIN 26-1589907 | Recordkeeping | $2,230 |
ACTUARIAL BENEFITS CORP5 years Service code 15 · EIN 20-1054428 2790 SKYPARK DRIVE, SUITE 300 · TORRANCE, CA 90505 | Recordkeeping | $1,470 |
RELIANCE TRUST COMPANY6+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $565 |
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 | $76,472 | $64,286+19.0% | $90,951-15.9% | $73,409+4.2% |
| Participation rate | 26.8% | 63.6%-36.8pp | 69.0%-42.2pp | 72.2%-45.4pp |
| Annual return | 14.40% | 21.45%-7.1pp | 134.60%-120.2pp | 59.29%-44.9pp |
| Employer contribution / active EE | $0 | $895-100.0% | $2,122-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $1,742 | $2,453-29.0% | $3,373-48.3% | $3,805-54.2% |
| Admin fee / account holder | $25 | $287-91.2% | $5,959-99.6% | $158-84.1% |