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: LPL FINANCIAL CORPORATION RPCP Service code 15 · EIN 95-2834236 | Recordkeeping | $12,291 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $9,935 |
EGAN CPAS LP3 years Service code 15 · EIN 95-4326198 | Recordkeeping | $6,600 |
ADP BROKER-DEALER8+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,415 | $44,764-56.6% | $68,791-71.8% | $64,808-70.0% |
| Participation rate | 47.7% | 64.8%-17.0pp | 69.0%-21.3pp | 71.5%-23.7pp |
| Annual return | -17.03% | -10.91%-6.1pp | -6.38%-10.7pp | 32.82%-49.9pp |
| Employer contribution / active EE | $526 | $1,775-70.4% | $2,655-80.2% | $2,506-79.0% |
| Participant deferral / active EE | $2,027 | $3,238-37.4% | $3,941-48.6% | $4,310-53.0% |
| Admin fee / account holder | $123 | $151-18.6% | $4,932-97.5% | $188-34.4% |