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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $68,820 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $43,003 |
RSM US LLP6+ years Service code 10 · EIN 42-0714325 | Accounting | $19,845 |
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,223 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $54,897 | $78,419-30.0% | $133,956-59.0% | $73,409-25.2% |
| Participation rate | 97.1% | 78.6%+18.6pp | 79.8%+17.3pp | 72.2%+25.0pp |
| Annual return | 25.02% | 33.35%-8.3pp | 45.09%-20.1pp | 59.29%-34.3pp |
| Employer contribution / active EE | $1,478 | $2,044-27.7% | $3,919-62.3% | $2,234-33.8% |
| Participant deferral / active EE | $4,338 | $3,925+10.5% | $5,048-14.1% | $3,805+14.0% |
| Admin fee / account holder | $194 | $161+20.6% | $8,927-97.8% | $158+23.2% |