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 |
|---|---|---|
MOSS ADAMS LLP1 year Filed as: MOSS ADAMS Service code 10 · EIN 91-0189318 | Accounting | $13,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $10,238 |
Filed as: SECURIAN FINANCIAL SERVICES Service code 27 · EIN 36-3001763 | Advisory (Plan) | $5,806 |
LPL FINANCIAL2+ years Filed as: LPL FINANCIAL LLC Service code 61 · EIN 95-2834236 | Finders' fees / placement fees | $0 |
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 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 | $15,913 | $89,739-82.3% | $149,718-89.4% | $62,292-74.5% |
| Participation rate | 93.0% | 85.1%+7.9pp | 87.1%+5.9pp | 69.5%+23.5pp |
| Annual return | 20.60% | 21.01%-0.4pp | 1501.63%-1481.0pp | 28.90%-8.3pp |
| Employer contribution / active EE | $835 | $3,233-74.2% | $5,445-84.7% | $2,042-59.1% |
| Participant deferral / active EE | $3,048 | $4,797-36.5% | $6,569-53.6% | $3,169-3.8% |
| Admin fee / account holder | $135 | $551-75.4% | $11,283-98.8% | $479-71.8% |