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 |
|---|---|---|
WHITLEY PENN LLP1+ years Filed as: WHITLEY PENN Service code 10 · EIN 75-2393478 | Accounting | $16,093 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,988 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL LLC Service code 61 · EIN 95-2834236 | Finders' fees / placement fees | $0 |
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).
Form 5500 reported that benefits due were not provided when due.
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 | $12,135 | $74,089-83.6% | $133,980-90.9% | $55,167-78.0% |
| Participation rate | 86.4% | 84.3%+2.1pp | 87.1%-0.7pp | 69.0%+17.4pp |
| Annual return | 8.18% | 12.11%-3.9pp | 29.30%-21.1pp | 169.23%-161.0pp |
| Employer contribution / active EE | $425 | $3,064-86.1% | $5,211-91.8% | $1,963-78.3% |
| Participant deferral / active EE | $2,445 | $4,678-47.7% | $6,282-61.1% | $3,054-19.9% |
| Admin fee / account holder | $99 | $458-78.3% | $9,324-98.9% | $504-80.3% |