Filed January 13, 2021 (most recent of 2 filings on file)
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 9-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 35-0145825 | Recordkeeping | $85,074 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 26 · EIN 04-3046611 | Advisory (Participants) | $24,314 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $18,950 | $74,552-74.6% | $62,995-69.9% | $69,631-72.8% |
| Participation rate | 80.0% | 78.3%+1.8pp | 74.8%+5.2pp | 70.7%+9.3pp |
| Annual return | 16.65% | 15.77%+0.9pp | 87.57%-70.9pp | 27571.02%-27554.4pp |
| Employer contribution / active EE | $868 | $2,929-70.4% | $2,759-68.5% | $2,032-57.3% |
| Participant deferral / active EE | $1,327 | $2,974-55.4% | $3,329-60.1% | $3,224-58.8% |
| Admin fee / account holder | $45 | $59-24.6% | $3,600-98.8% | $110-59.4% |