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 FINANCIAL3 years Service code 99 · EIN 04-3046611 | Other Fees | $50,000 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $33,600 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction. $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.
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 | $13,824 | $56,095-75.4% | $178,490-92.3% | $90,288-84.7% |
| Participation rate | 87.6% | 65.6%+22.1pp | 81.9%+5.7pp | 73.4%+14.3pp |
| Annual return | 18.45% | 28.81%-10.4pp | 151.07%-132.6pp | 53.97%-35.5pp |
| Employer contribution / active EE | $299 | $1,572-81.0% | $5,011-94.0% | $2,524-88.2% |
| Participant deferral / active EE | $1,651 | $2,669-38.1% | $5,202-68.3% | $4,232-61.0% |
| Admin fee / account holder | $6 | $101-93.7% | $13,984-100.0% | $114-94.4% |