See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
WITHUMSMITH+BROWN, PC2 years Filed as: WITHUM Service code 10 · EIN 22-2027092 | Accounting | $26,104 |
Filed as: LEGACY RETIREMENT SOLUTIONS LLC Service code 13 · EIN 27-3853858 | Contract Administrator | $22,343 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $20,271 |
LPL FINANCIAL4 years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $13,069 |
Filed as: CHARLES SCHWAB & CO, INC Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $18 |
Employer contribution per participant 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,384 | $95,274-62.9% | $135,903-74.0% | $74,419-52.5% |
| Participation rate | 73.7% | 78.2%-4.5pp | 81.9%-8.2pp | 70.7%+3.0pp |
| Annual return | 22.94% | 32.77%-9.8pp | 68.23%-45.3pp | 34.38%-11.4pp |
| Employer contribution / active EE | $1,015 | $3,874-73.8% | $4,856-79.1% | $2,637-61.5% |
| Participant deferral / active EE | $5,270 | $7,782-32.3% | $7,758-32.1% | $4,528+16.4% |
| Admin fee / account holder | $154 | $266-42.2% | $10,762-98.6% | $348-55.8% |