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: NEXT FINANCIAL GROUP INC Service code 55 2500 WILCREST DR 620 · HOUSTON, TX 77042 | Other Commissions | $18,448 |
Service code 27 6504 BRIDGE POINT PKWY STE 450 · AUSTIN, TX 78730 | Advisory (Plan) | $18,241 |
LMHS, PC6+ years Filed as: LMHS, P.C. Service code 10 80 WASHINGTON ST. BUILDING S · NORWELL, MA 02061 | Accounting | $14,000 |
THE ANGELL PENSION GROUP, INC.6+ 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.6+ 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 | $104,592 | $91,517+14.3% | $101,248+3.3% | $73,409+42.5% |
| Participation rate | 65.0% | 73.8%-8.7pp | 75.8%-10.8pp | 72.2%-7.1pp |
| Annual return | 14.55% | 17.17%-2.6pp | 46.47%-31.9pp | 59.29%-44.7pp |
| Employer contribution / active EE | $1,110 | $2,877-61.4% | $3,660-69.7% | $2,234-50.3% |
| Participant deferral / active EE | $4,228 | $3,338+26.6% | $4,370-3.2% | $3,805+11.1% |
| Admin fee / account holder | $85 | $216-60.7% | $5,945-98.6% | $158-46.3% |