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 6-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 - RP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $64,212 |
Service code 49 · EIN 04-1590850 | Other Services | $7,958 |
AMERICAN CENTURY2+ years Service code 52 · EIN 43-1646043 | Indirect Investment Fees | $0 |
AMERICAN FUNDS2+ years Service code 52 · EIN 95-6006886 | Indirect Investment Fees | $0 |
THE BANK OF NEW YORK MELLON2+ years Filed as: BNY MELLON Service code 52 · EIN 13-4024319 | Indirect Investment Fees | $0 |
COLUMBIA2+ years Service code 52 · EIN 94-1687665 | Indirect Investment Fees | $0 |
GOLDMAN SACHS2+ years Service code 52 · EIN 13-4166989 | Indirect Investment Fees | $0 |
INVESCO2+ years Service code 52 · EIN 76-0352823 | Indirect Investment Fees | $0 |
NORTHERN FUNDS2+ years Service code 52 · EIN 36-3608252 | Indirect Investment Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $68,431 | $56,152+21.9% | $185,823-63.2% | $73,409-6.8% |
| Participation rate | 100.0% | 67.6%+32.4pp | 78.0%+22.0pp | 72.2%+27.8pp |
| Annual return | 16.38% | 17.59%-1.2pp | 35.95%-19.6pp | 59.29%-42.9pp |
| Employer contribution / active EE | $1,649 | $1,532+7.7% | $4,087-59.6% | $2,234-26.2% |
| Participant deferral / active EE | $4,651 | $3,659+27.1% | $5,632-17.4% | $3,805+22.2% |
| Admin fee / account holder | $11 | $132-91.7% | $9,500-99.9% | $158-93.0% |