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 FINANCIAL3+ years Filed as: LPL FINANCIAL - RPCP Service code 27 PO BOX 509025 · SAN DIEGO, CA 92150 | Advisory (Plan) | $26,072 |
NEWPORT GROUP, INC.2 years Service code 15 · EIN 27-2037969 | Recordkeeping | $20,868 |
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 | $46,292 | $80,753-42.7% | $136,294-66.0% | $62,292-25.7% |
| Participation rate | 86.7% | 73.5%+13.2pp | 81.9%+4.8pp | 69.5%+17.2pp |
| Annual return | 20.06% | 35.83%-15.8pp | 5155.94%-5135.9pp | 28.90%-8.8pp |
| Employer contribution / active EE | $2,399 | $2,884-16.8% | $4,695-48.9% | $2,042+17.5% |
| Participant deferral / active EE | $5,838 | $5,164+13.1% | $6,247-6.5% | $3,169+84.2% |
| Admin fee / account holder | $204 | $525-61.2% | $9,243-97.8% | $479-57.4% |