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 |
|---|---|---|
INGHAM & COMPANY1+ years Service code 14 · EIN 65-0170152 | Plan Administrator | $101,962 |
LPL FINANCIAL1+ years Service code 52 · EIN 95-2834236 | Indirect Investment Fees | $38,777 |
RELIANCE TRUST COMPANY1+ years Service code 21 · EIN 58-1428634 | Bank Trustee | $10,511 |
NATIONAL FINANCIAL SERVICES1+ years Service code 19 · EIN 04-3523567 | Securities Custodian | $10,229 |
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 | $207,477 | $88,324+134.9% | $115,037+80.4% | $55,191+275.9% |
| Participation rate | 100.0% | 72.5%+27.5pp | 81.4%+18.6pp | 69.2%+30.8pp |
| Annual return | 1.55% | 6.30%-4.7pp | 26.14%-24.6pp | 10.78%-9.2pp |
| Employer contribution / active EE | $9,818 | $2,805+250.0% | $4,608+113.1% | $1,899+417.1% |
| Participant deferral / active EE | $6,664 | $5,042+32.2% | $6,026+10.6% | $3,046+118.7% |
| Admin fee / account holder | $223 | $105+111.6% | $8,175-97.3% | $91+145.6% |