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 FINANCIAL5+ years Filed as: LPL FINANCIAL CORPORATION Service code 49 · EIN 95-2834236 | Other Services | $23,034 |
WELLS THOMAS, LLC5+ years Filed as: WELLS THOMAS LLC Service code 13 | Contract Administrator | $8,725 |
Filed as: JOSEPHSON & JOSEPHSON, CPA'S P.C. Service code 10 | Accounting | $8,000 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,214 |
WELLS THOMAS, LLC5+ years Filed as: WELLS THOMAS. LLC Service code 13 · EIN 26-0228640 | Contract Administrator | $660 |
Service code 10 · EIN 13-4092524 | Accounting | $0 |
Filed as: WILLSHIRE ASSOCIATES, INCORPORATED Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Service code 27 | Advisory (Plan) | $0 |
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 | $79,406 | $52,953+50.0% | $172,739-54.0% | $65,185+21.8% |
| Participation rate | 70.5% | 66.2%+4.3pp | 82.6%-12.1pp | 70.2%+0.3pp |
| Annual return | 24.07% | 30.12%-6.0pp | 802.84%-778.8pp | 29.38%-5.3pp |
| Employer contribution / active EE | $0 | $2,190-100.0% | $5,143-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $3,453 | $2,471+39.8% | $5,198-33.6% | $3,514-1.7% |
| Admin fee / account holder | $15 | $472-96.7% | $13,954-99.9% | $847-98.2% |