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 FINANCIAL2 years Filed as: NEXT FINANCIAL GROUP INC Service code 55 2500 WILCREST DR 620 · HOUSTON, TX 77042 | Other Commissions | $19,236 |
LMHS, PC5+ years Filed as: LMHS, P.C. Service code 10 80 WASHINGTON ST. BUILDING S · NORWELL, MA 02061 | Accounting | $14,000 |
Service code 27 6504 BRIDGE POINT PKWY STE 450 · AUSTIN, TX 78730 | Advisory (Plan) | $12,607 |
THE ANGELL PENSION GROUP, INC.5+ years Service code 13 | Contract Administrator | $10,000 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
THE ANGELL PENSION GROUP, INC.5+ years Filed as: THE ANGELL PENSION GROUP INC Service code 13 88 BOYD AVE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $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 | $93,299 | $66,601+40.1% | $92,893+0.4% | $67,579+38.1% |
| Participation rate | 62.0% | 72.5%-10.5pp | 76.0%-14.0pp | 71.3%-9.3pp |
| Annual return | 18.20% | 92.58%-74.4pp | 109.41%-91.2pp | 378.56%-360.4pp |
| Employer contribution / active EE | $930 | $2,775-66.5% | $3,653-74.5% | $2,148-56.7% |
| Participant deferral / active EE | $4,002 | $3,157+26.8% | $4,236-5.5% | $3,539+13.1% |
| Admin fee / account holder | $74 | $199-62.6% | $5,794-98.7% | $142-47.8% |