See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ELEMENT WEALTH LLC1 year Filed as: ELEMENT FINANCIAL GROUP LLC Service code 27 · EIN 20-8265059 | Advisory (Plan) | $42,468 |
Service code 37 · EIN 04-2647786 | Loan Processing | $35,234 |
Annual investment return 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 | $28,631 | $42,353-32.4% | $79,550-64.0% | $64,808-55.8% |
| Participation rate | 99.3% | 64.8%+34.6pp | 69.5%+29.8pp | 71.5%+27.9pp |
| Annual return | -18.78% | -12.24%-6.5pp | 0.16%-18.9pp | 32.82%-51.6pp |
| Employer contribution / active EE | $2,654 | $1,181+124.8% | $2,413+10.0% | $2,506+5.9% |
| Participant deferral / active EE | $5,005 | $3,170+57.9% | $3,985+25.6% | $4,310+16.1% |
| Admin fee / account holder | $189 | $160+18.2% | $6,832-97.2% | $188+0.5% |