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 Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $17,575 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $11,205 |
Filed as: LEGACY RETIREMENT SOLUTIONS LLC Service code 13 · EIN 27-3853858 | Contract Administrator | $4,865 |
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 | $61,069 | $42,894+42.4% | $60,874+0.3% | $68,494-10.8% |
| Participation rate | 91.8% | 66.8%+25.0pp | 73.1%+18.7pp | 67.9%+23.9pp |
| Annual return | -13.27% | -13.98%+0.7pp | 16.90%-30.2pp | -7.84%-5.4pp |
| Employer contribution / active EE | $2,362 | $1,978+19.4% | $2,701-12.6% | $2,596-9.0% |
| Participant deferral / active EE | $3,866 | $2,867+34.9% | $3,817+1.3% | $4,027-4.0% |
| Admin fee / account holder | $110 | $3,101-96.4% | $3,224-96.6% | $5,403-98.0% |