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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,588 |
LEGEND EQUITIES CORPORATION2+ years Service code 61 4600 E PARK DR STE 300 · PALM BEACH GARDENS, FL 33410 | Finders' fees / placement fees | $0 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 61 · EIN 95-2834236 | Finders' fees / placement fees | $0 |
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 | $36,166 | $42,546-15.0% | $71,796-49.6% | $55,167-34.4% |
| Participation rate | 74.8% | 59.1%+15.7pp | 69.1%+5.7pp | 69.0%+5.8pp |
| Annual return | 8.10% | 12.36%-4.3pp | 78.04%-69.9pp | 169.23%-161.1pp |
| Employer contribution / active EE | $355 | $803-55.8% | $1,924-81.6% | $1,963-81.9% |
| Participant deferral / active EE | $3,547 | $2,064+71.8% | $2,794+26.9% | $3,054+16.1% |
| Admin fee / account holder | $13 | $650-97.9% | $4,815-99.7% | $504-97.4% |