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 Service code 15 9785 TOWNE CENTRE DRIVE · SAN DIEGO, CA 92121 | Recordkeeping | $9,570 |
NATIONWIDE3+ years Service code 18 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Investment management fees paid indir... | $7,571 |
REHMANN ROBSON3+ years Filed as: REHMANN FINANCIAL GROUP Service code 15 2330 EAST PARIS AVE SE · GRAND RAPIDS, MI 49546 | Recordkeeping | $2,781 |
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 | $40,576 | $50,637-19.9% | $86,590-53.1% | $62,292-34.9% |
| Participation rate | 88.1% | 67.9%+20.2pp | 73.5%+14.5pp | 69.5%+18.6pp |
| Annual return | 13.46% | 20.80%-7.3pp | 964.84%-951.4pp | 28.90%-15.4pp |
| Employer contribution / active EE | $873 | $2,075-57.9% | $2,839-69.2% | $2,042-57.2% |
| Participant deferral / active EE | $2,921 | $2,611+11.9% | $3,609-19.1% | $3,169-7.8% |
| Admin fee / account holder | $196 | $413-52.6% | $4,906-96.0% | $479-59.2% |