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 9-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 FINANCIAL1 year Filed as: LPL FINANCIAL CORPORATION Service code 27 · EIN 04-3046611 | Advisory (Plan) | $85,244 |
Filed as: PINNACLE FINANCIAL SERVICES, INC Service code 15 · EIN 59-2438373 | Recordkeeping | $39,045 |
Filed as: 3(16) FIDUCIARY SERVICES Service code 14 · EIN 45-4813650 | Plan Administrator | $34,096 |
MILLIMAN, INC.1 year Filed as: GRANTMILLMAN & JOHNSON PC Service code 10 · EIN 38-2555519 | Accounting | $16,525 |
TOMASEK LAW OFFICE LLC1 year Service code 29 · EIN 81-2347682 | Legal | $15,108 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $8,804 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $21,449 | $34,242-37.4% | $76,523-72.0% | $75,289-71.5% |
| Participation rate | 40.8% | 43.9%-3.1pp | 68.0%-27.2pp | 72.4%-31.6pp |
| Annual return | -6.69% | -0.98%-5.7pp | -0.27%-6.4pp | -0.04%-6.7pp |
| Employer contribution / active EE | $490 | $975-49.7% | $2,647-81.5% | $2,405-79.6% |
| Participant deferral / active EE | $1,861 | $1,872-0.6% | $3,835-51.5% | $3,739-50.2% |
| Admin fee / account holder | $19 | $112-82.9% | $4,848-99.6% | $102-81.2% |