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 |
|---|---|---|
BEENE GARTER LLP2+ years Service code 15 56 GRANDVILLE · GRAND RAPIDS, MI 49503 | Recordkeeping | $14,893 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 26 · EIN 43-3046611 | Advisory (Participants) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $14,500 | $63,905-77.3% | $74,183-80.5% | $57,658-74.9% |
| Participation rate | 97.5% | 79.8%+17.8pp | 76.6%+20.9pp | 70.2%+27.3pp |
| Annual return | 12.69% | 60.60%-47.9pp | 17.74%-5.1pp | 5.13%+7.6pp |
| Employer contribution / active EE | $0 | $1,840-100.0% | $2,370-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $2,465 | $3,448-28.5% | $3,550-30.6% | $3,061-19.5% |
| Admin fee / account holder | $49 | $91-46.0% | $5,586-99.1% | $95-47.9% |