Filed May 11, 2021
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 FINANCIAL2 years Filed as: LPL FINANCIAL LLP Service code 26 · EIN 04-3046611 | Advisory (Participants) | $28,538 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $832 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $595 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $79,718 | $73,102+9.0% | $123,544-35.5% | $56,287+41.6% |
| Participation rate | 97.2% | 74.3%+22.9pp | 82.3%+14.9pp | 69.9%+27.3pp |
| Annual return | -5.14% | 3.01%-8.1pp | 119.20%-124.3pp | -9.96%+4.8pp |
| Employer contribution / active EE | $313 | $2,977-89.5% | $4,628-93.2% | $2,111-85.2% |
| Participant deferral / active EE | $9,272 | $5,423+71.0% | $6,426+44.3% | $3,350+176.8% |
| Admin fee / account holder | $149 | $554-73.0% | $9,284-98.4% | $521-71.3% |