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 10-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+ years Service code 51 | Investment Mgmt Fees | $0 |
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 | $72,849 | $52,681+38.3% | $75,781-3.9% | $59,632+22.2% |
| Participation rate | 84.9% | 67.2%+17.7pp | 75.8%+9.1pp | 68.7%+16.2pp |
| Annual return | 0.31% | 2.95%-2.6pp | 9.68%-9.4pp | 2041.28%-2041.0pp |
| Employer contribution / active EE | $2,286 | $2,193+4.2% | $3,323-31.2% | $2,203+3.8% |
| Participant deferral / active EE | $4,087 | $2,591+57.8% | $3,651+11.9% | $3,192+28.1% |
| Admin fee / account holder | $102 | $3,610-97.2% | $5,299-98.1% | $4,297-97.6% |