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 LLC Service code 49 · EIN 95-2834236 | Other Services | $33,730 |
AMERICAN REALTY ADVISORS2 years Filed as: AMERICAN SUPERCONDUCTOR Service code 10 · EIN 04-2959321 | Accounting | $13,750 |
THE ANGELL PENSION GROUP, INC.4+ years Filed as: THE ANGELL PENSION GROUP INC Service code 13 · EIN 04-2530412 | Contract Administrator | $11,200 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,512 |
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 | $145,753 | $59,186+146.3% | $76,768+89.9% | $56,287+158.9% |
| Participation rate | 85.0% | 75.2%+9.7pp | 77.0%+8.0pp | 69.9%+15.1pp |
| Annual return | 3.96% | 6.62%-2.7pp | 2.43%+1.5pp | -9.96%+13.9pp |
| Employer contribution / active EE | $2,948 | $1,759+67.7% | $2,485+18.6% | $2,111+39.7% |
| Participant deferral / active EE | $12,557 | $3,255+285.8% | $3,852+226.0% | $3,350+274.9% |
| Admin fee / account holder | $13 | $489-97.4% | $6,675-99.8% | $521-97.5% |