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 FINANCIAL4+ years Service code 15 9785 TOWNE CENTRE DRIVE · SAN DIEGO, CA 92121 | Recordkeeping | $10,659 |
NATIONWIDE4+ years Service code 18 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Investment management fees paid direc... | $8,432 |
REHMANN ROBSON4+ years Filed as: REHMANN FINANCIAL GROUP Service code 15 2330 EAST PARIS AVE SE · GRAND RAPIDS, MI 49546 | Recordkeeping | $3,950 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $38,516 | $44,873-14.2% | $79,464-51.5% | $56,287-31.6% |
| Participation rate | 89.5% | 68.7%+20.8pp | 73.3%+16.2pp | 69.9%+19.7pp |
| Annual return | -5.66% | 0.81%-6.5pp | 718.14%-723.8pp | -9.96%+4.3pp |
| Employer contribution / active EE | $1,026 | $2,140-52.0% | $2,800-63.3% | $2,111-51.4% |
| Participant deferral / active EE | $3,589 | $2,746+30.7% | $3,704-3.1% | $3,350+7.1% |
| Admin fee / account holder | $218 | $418-47.9% | $5,113-95.7% | $521-58.1% |