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: LPL FINANCIAL RPCP Service code 10 · EIN 04-3046611 | Accounting | $16,511 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO ADVISORS Service code 10 · EIN 59-2617265 1 N JEFFERSON AVE · SAINT LOUIS, MO 63103 | Accounting | $13,875 |
THE VANGUARD GROUP, INC.2 years Service code 64 · EIN 23-1945930 | Recordkeeping Fees | $3,375 |
PREMIER PLAN CONSULTANTS2 years Service code 13 · EIN 82-0986372 6215 FERRIS SQUARE · SAN DIEGO, CA 92121 | Contract Administrator | $3,225 |
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 | $71,145 | $52,406+35.8% | $129,207-44.9% | $74,495-4.5% |
| Participation rate | 85.2% | 53.8%+31.4pp | 69.6%+15.6pp | 67.2%+18.0pp |
| Annual return | 18.55% | 15.66%+2.9pp | 9417.33%-9398.8pp | 1364.94%-1346.4pp |
| Employer contribution / active EE | $4,403 | $1,531+187.7% | $4,153+6.0% | $2,623+67.9% |
| Participant deferral / active EE | $8,880 | $2,794+217.8% | $4,168+113.1% | $4,346+104.3% |
| Admin fee / account holder | $157 | $2,633-94.0% | $7,715-98.0% | $1,942-91.9% |