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: LPL FINANCIAL RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $48,258 |
ASCENSUS LLC1 year Filed as: ASCENSUS, LLC Service code 64 · EIN 11-3665754 | Recordkeeping Fees | $14,050 |
PENTEGRA SERVICES, INC.1 year Filed as: PENTEGRA RETIREMENT SERVICES Service code 13 6830 COMMERCE COURT DRIVE · BLACKLICK, OH 43004 | Contract Administrator | $10,772 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $150,090 | $76,000+97.5% | $154,107-2.6% | $64,186+133.8% |
| Participation rate | 0.0% | 70.4%-70.4pp | 83.0%-83.0pp | 69.6%-69.6pp |
| Annual return | -7.74% | 30.32%-38.1pp | 735.12%-742.9pp | 7.63%-15.4pp |
| Employer contribution / active EE | $11,176 | $3,351+233.5% | $5,298+111.0% | $2,381+369.4% |
| Participant deferral / active EE | $3,395 | $3,175+6.9% | $5,081-33.2% | $3,470-2.1% |
| Admin fee / account holder | $739 | $5,596-86.8% | $13,411-94.5% | $4,888-84.9% |