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 |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $46,101 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $17,827 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $13,545 | $36,916-63.3% | $156,549-91.3% | $57,658-76.5% |
| Participation rate | 94.4% | 63.4%+31.0pp | 84.0%+10.4pp | 70.2%+24.2pp |
| Annual return | 14.08% | 12.38%+1.7pp | 32.23%-18.1pp | 5.13%+8.9pp |
| Employer contribution / active EE | $1,251 | $1,571-20.4% | $5,501-77.3% | $1,974-36.6% |
| Participant deferral / active EE | $3,011 | $1,926+56.3% | $4,871-38.2% | $3,061-1.6% |
| Admin fee / account holder | $60 | $82-27.2% | $13,027-99.5% | $95-36.4% |