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 |
|---|---|---|
WINSLOW EVANS & CROCKER INC3 years Service code 55 175 FEDERAL ST · BOSTON, MA 02110 | Other Commissions | $27,197 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 55 4707 EXECUTIVE DR · SAN DIEGO, CA 92121 | Other Commissions | $2,577 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,628 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $988 |
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 | $147,933 | $89,355+65.6% | $141,162+4.8% | $72,985+102.7% |
| Participation rate | 85.6% | 75.1%+10.5pp | 82.5%+3.1pp | 69.5%+16.1pp |
| Annual return | 25.53% | 111.85%-86.3pp | 71.39%-45.9pp | 81.00%-55.5pp |
| Employer contribution / active EE | $2,566 | $3,114-17.6% | $4,735-45.8% | $2,440+5.2% |
| Participant deferral / active EE | $8,255 | $5,418+52.4% | $6,709+23.0% | $3,607+128.8% |
| Admin fee / account holder | $23 | $5,958-99.6% | $10,261-99.8% | $5,124-99.5% |