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 |
|---|---|---|
Filed as: CIBC Service code 27 · EIN 36-3722148 | Advisory (Plan) | $36,281 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $27,826 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,626 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,554 |
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 | $113,133 | $33,826+234.5% | $88,538+27.8% | $67,579+67.4% |
| Participation rate | 81.8% | 64.6%+17.2pp | 68.7%+13.1pp | 71.3%+10.5pp |
| Annual return | 22.83% | 68.24%-45.4pp | 43.64%-20.8pp | 378.56%-355.7pp |
| Employer contribution / active EE | $1,753 | $1,232+42.3% | $2,098-16.4% | $2,148-18.4% |
| Participant deferral / active EE | $6,461 | $2,089+209.3% | $2,914+121.7% | $3,539+82.5% |
| Admin fee / account holder | $181 | $134+35.7% | $4,310-95.8% | $142+27.5% |