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 FINANCIAL1 year Filed as: FINANCIAL ADVOCATES INVESTMENT MGMT Service code 27 · EIN 27-0435466 | Advisory (Plan) | $18,594 |
Service code 37 · EIN 04-2647786 | Loan Processing | $11,075 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $44,616 | $39,819+12.0% | $67,834-34.2% | $57,658-22.6% |
| Participation rate | 83.4% | 61.2%+22.2pp | 68.8%+14.6pp | 70.2%+13.2pp |
| Annual return | 148.30% | 9.19%+139.1pp | 138.47%+9.8pp | 5.13%+143.2pp |
| Employer contribution / active EE | $1,568 | $1,277+22.8% | $2,403-34.8% | $1,974-20.6% |
| Participant deferral / active EE | $3,892 | $2,209+76.2% | $3,160+23.2% | $3,061+27.2% |
| Admin fee / account holder | $60 | $84-27.9% | $4,622-98.7% | $95-36.2% |