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.
| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $132,718 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $55,474 |
KATZ, SAPPER & MILLER1+ years Filed as: KATZ SAPPER & MILLER LLP Service code 10 · EIN 35-1090346 | Accounting | $15,000 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $120,749 | $53,136+127.2% | $155,509-22.4% | $199,593-39.5% |
| Participation rate | 88.1% | 64.1%+24.0pp | 78.2%+9.9pp | 72.0%+16.1pp |
| Annual return | 12.94% | 41.15%-28.2pp | 64.67%-51.7pp | 34.25%-21.3pp |
| Employer contribution / active EE | $5,917 | $1,851+219.7% | $4,672+26.6% | $3,034+95.0% |
| Participant deferral / active EE | $5,115 | $3,161+61.8% | $5,626-9.1% | $5,087+0.6% |
| Admin fee / account holder | $156 | $185-15.9% | $15,912-99.0% | $269-42.0% |