See peer percentile detail. $4.99 for your first month.
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Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL7+ years Filed as: LPL FINANCIAL CORPORATION Service code 49 | Other Services | $32,897 |
WELLS THOMAS, LLC7+ years Filed as: WELLS THOMAS LLC Service code 13 | Contract Administrator | $12,630 |
Filed as: JOSEPHSON & JOSEPHSON, CPA'S P.C. Service code 10 | Accounting | $8,000 |
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,216 |
WELLS THOMAS, LLC7+ years Filed as: WELLS THOMAS. LLC Service code 13 · EIN 26-0228640 | Contract Administrator | $500 |
Service code 10 · EIN 13-4092524 | Accounting | $0 |
Service code 27 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $99,670 | $61,156+63.0% | $185,823-46.4% | $79,386+25.6% |
| Participation rate | 65.8% | 66.6%-0.8pp | 81.7%-15.9pp | 70.7%-4.9pp |
| Annual return | 16.00% | 19.45%-3.4pp | 122.05%-106.0pp | 116.85%-100.8pp |
| Employer contribution / active EE | $15 | $2,321-99.4% | $5,167-99.7% | $2,427-99.4% |
| Participant deferral / active EE | $3,410 | $2,789+22.3% | $5,568-38.8% | $4,046-15.7% |
| Admin fee / account holder | $13 | $710-98.1% | $16,237-99.9% | $626-97.9% |