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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $93,177 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $50,000 |
HERBEIN & COMPANY, INC.2 years Service code 16 · EIN 23-2415973 | Consulting | $18,500 |
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 | $49,694 | $88,515-43.9% | $162,163-69.4% | $67,579-26.5% |
| Participation rate | 76.4% | 86.8%-10.4pp | 87.6%-11.2pp | 71.3%+5.1pp |
| Annual return | 21.59% | 27.04%-5.4pp | 115.59%-94.0pp | 378.56%-357.0pp |
| Employer contribution / active EE | $2,452 | $3,563-31.2% | $5,614-56.3% | $2,148+14.2% |
| Participant deferral / active EE | $10,078 | $5,724+76.1% | $7,298+38.1% | $3,539+184.7% |
| Admin fee / account holder | $273 | $124+120.8% | $10,843-97.5% | $142+91.9% |