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 year Filed as: FINANCIAL ADVOCATES ADVISORY SERVIC Service code 15 · EIN 26-2456952 | Recordkeeping | $10,000 |
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,650 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $21,779 | $59,535-63.4% | $90,160-75.8% | $62,292-65.0% |
| Participation rate | 72.6% | 73.0%-0.4pp | 76.9%-4.3pp | 69.5%+3.1pp |
| Annual return | 16.73% | 23.53%-6.8pp | 34.88%-18.2pp | 28.90%-12.2pp |
| Employer contribution / active EE | $827 | $1,826-54.7% | $3,318-75.1% | $2,042-59.5% |
| Participant deferral / active EE | $3,107 | $4,639-33.0% | $5,288-41.2% | $3,169-1.9% |
| Admin fee / account holder | $60 | $337-82.1% | $5,943-99.0% | $479-87.4% |