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 Service code 27 PO BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $32,327 |
THE VANGUARD GROUP, INC.1 year Filed as: THE VANGUARD GROUP Service code 15 · EIN 12-1945930 | Recordkeeping | $18,199 |
RAINER & COMPANY5+ years Service code 10 · EIN 23-2183936 | Accounting | $15,215 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,582 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $46,826 | $56,972-17.8% | $182,532-74.3% | $65,185-28.2% |
| Participation rate | 70.4% | 66.5%+3.8pp | 78.0%-7.6pp | 70.2%+0.2pp |
| Annual return | 17.43% | 27.67%-10.2pp | 148.54%-131.1pp | 29.38%-12.0pp |
| Employer contribution / active EE | $542 | $1,615-66.5% | $4,076-86.7% | $2,177-75.1% |
| Participant deferral / active EE | $2,736 | $3,526-22.4% | $5,524-50.5% | $3,514-22.1% |
| Admin fee / account holder | $330 | $528-37.4% | $8,592-96.2% | $847-61.0% |