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 Filed as: KMS FINANCIAL SERVICES INC Service code 26 · EIN 91-0850651 | Advisory (Participants) | $5,081 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $600 |
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 | $46,812 | $55,453-15.6% | $170,442-72.5% | $62,292-24.9% |
| Participation rate | 90.2% | 66.4%+23.8pp | 83.6%+6.6pp | 69.5%+20.7pp |
| Annual return | 15.95% | 21.38%-5.4pp | 205.93%-190.0pp | 28.90%-12.9pp |
| Employer contribution / active EE | $5,229 | $2,164+141.7% | $5,433-3.8% | $2,042+156.0% |
| Participant deferral / active EE | $6,235 | $2,303+170.8% | $4,939+26.2% | $3,169+96.8% |
| Admin fee / account holder | $233 | $455-48.7% | $13,880-98.3% | $479-51.3% |