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 4-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 |
|---|---|---|
Filed as: LEADING RETIREMENT SOLUTIONS, LLC Service code 15 · EIN 45-1200308 2226 EASTLAKE AVENUE EAST · SEATTLE, WA 98102 | Recordkeeping | $10,328 |
SKYOAK CAPITAL, INC.1 year Service code 27 · EIN 27-1989872 6671 LAS VEGAS BLVD · LAS VEGAS, NV 89119 | Advisory (Plan) | $9,820 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,515 | $122,239-96.3% | $184,203-97.5% | $74,495-93.9% |
| Participation rate | 74.7% | 85.5%-10.8pp | 86.8%-12.2pp | 67.2%+7.5pp |
| Annual return | 14.15% | 19.95%-5.8pp | 28.81%-14.7pp | 1364.94%-1350.8pp |
| Employer contribution / active EE | $229 | $4,537-95.0% | $6,427-96.4% | $2,623-91.3% |
| Participant deferral / active EE | $1,993 | $7,139-72.1% | $9,131-78.2% | $4,346-54.1% |
| Admin fee / account holder | $110 | $1,260-91.3% | $13,901-99.2% | $1,942-94.3% |