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 8-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 Service code 16 4707 EXECUTIVE DRIVE · SAN DIEGO, CA 92121 | Consulting | $85,679 |
MMA SECURITIES LLC1 year Filed as: MMC SECURITIES Service code 16 PO BOX 28405 · NEW YORK, NY 10087 | Consulting | $16,000 |
BATES CARTER1 year Service code 10 PO DRAWER 2396 · GAINSVILLE, GA 30503 | Accounting | $10,500 |
T ROWE PRICE RPS INC2+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $4,460 |
Form 5500 reported that benefits due were not provided when due.
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 | $93,632 | $65,118+43.8% | $76,768+22.0% | $55,725+68.0% |
| Participation rate | 92.8% | 79.6%+13.2pp | 77.0%+15.9pp | 70.9%+22.0pp |
| Annual return | -4.60% | -1.27%-3.3pp | 2.43%-7.0pp | 244.93%-249.5pp |
| Employer contribution / active EE | $3,642 | $1,941+87.6% | $2,485+46.6% | $2,078+75.3% |
| Participant deferral / active EE | $4,843 | $3,688+31.3% | $3,852+25.8% | $3,356+44.3% |
| Admin fee / account holder | $143 | $116+23.4% | $6,675-97.9% | $115+24.1% |