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 7-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 15 · EIN 13-3689044 | Recordkeeping | $6,061 |
Filed as: HUNNEX AND SHOEMAKER Service code 15 · EIN 91-1072394 | Recordkeeping | $5,691 |
LPL FINANCIAL1 year Filed as: WADDELL & REED Service code 22 · EIN 43-1357226 | Insurance Broker | $1,605 |
NO PAID AGENT1 year Service code 22 · EIN 41-1416330 | Insurance Broker | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $10,176 | $52,639-80.7% | $185,117-94.5% | $62,292-83.7% |
| Participation rate | 87.6% | 63.9%+23.7pp | 77.3%+10.3pp | 69.5%+18.1pp |
| Annual return | 37.92% | 19.57%+18.3pp | 40.50%-2.6pp | 28.90%+9.0pp |
| Employer contribution / active EE | $2,319 | $1,483+56.4% | $4,182-44.5% | $2,042+13.6% |
| Participant deferral / active EE | $3,724 | $3,097+20.2% | $5,045-26.2% | $3,169+17.5% |
| Admin fee / account holder | $72 | $374-80.8% | $8,159-99.1% | $479-85.1% |