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 FINANCIAL2 years Service code 99 · EIN 04-3046611 | Other Fees | $50,000 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $43,100 |
APPLE HEALTH CARE, INC.1 year Service code 99 · EIN 11-1000111 | Other Fees | $7,246 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $12,464 | $47,456-73.7% | $172,739-92.8% | $77,787-84.0% |
| Participation rate | 89.2% | 66.3%+22.9pp | 82.6%+6.5pp | 73.2%+15.9pp |
| Annual return | 22.26% | 35.57%-13.3pp | 802.84%-780.6pp | 32.57%-10.3pp |
| Employer contribution / active EE | $234 | $1,574-85.1% | $5,143-95.5% | $2,504-90.7% |
| Participant deferral / active EE | $1,365 | $2,560-46.7% | $5,198-73.7% | $3,967-65.6% |
| Admin fee / account holder | $10 | $81-87.2% | $13,954-99.9% | $100-89.7% |