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 FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 27 4707 EXECUTIVE DR · SAN DIEGO, CA 92121 | Advisory (Plan) | $23,045 |
BKD, LLP3+ years Filed as: DIXON Service code 16 · EIN 56-0747981 | Consulting | $12,400 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,700 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $28,074 | $71,666-60.8% | $117,854-76.2% | $69,631-59.7% |
| Participation rate | 91.7% | 77.5%+14.2pp | 79.7%+12.0pp | 70.7%+21.0pp |
| Annual return | 19.73% | 18.86%+0.9pp | 335.08%-315.4pp | 27571.02%-27551.3pp |
| Employer contribution / active EE | $769 | $1,889-59.3% | $3,786-79.7% | $2,032-62.2% |
| Participant deferral / active EE | $2,814 | $3,340-15.7% | $4,482-37.2% | $3,224-12.7% |
| Admin fee / account holder | $104 | $120-13.5% | $8,020-98.7% | $110-5.7% |