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 4-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 FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 26 · EIN 04-3046611 | Advisory (Participants) | $73,111 |
Filed as: JOHN HANCOCK LIFE INS CO Service code 15 · EIN 01-0233346 | Recordkeeping | $71,232 |
TYLER ASSOCIATES INC3 years Filed as: TYLER ASSOCIATES INC. Service code 15 · EIN 04-2703421 | Recordkeeping | $26,978 |
TYLER ASSOCIATES INC2 years Service code 15 · EIN 04-2703421 | Recordkeeping | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,729 | $106,028-41.8% | $146,958-58.0% | $77,643-20.5% |
| Participation rate | 94.2% | 78.4%+15.8pp | 82.2%+12.0pp | 70.6%+23.6pp |
| Annual return | 17.27% | 56.73%-39.5pp | 418.34%-401.1pp | 31.24%-14.0pp |
| Employer contribution / active EE | $1,008 | $4,063-75.2% | $4,933-79.6% | $2,726-63.0% |
| Participant deferral / active EE | $6,605 | $7,990-17.3% | $8,070-18.2% | $4,647+42.1% |
| Admin fee / account holder | $273 | $337-19.2% | $12,998-97.9% | $430-36.6% |