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 |
|---|---|---|
MACLE INC DBA FREIJE ENGINEERED SOL1 year Service code 25 7600 PENDLETON PIKE · INDIANAPOLIS, IN 46226 | Directed Trustee | $30,500 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,237 |
LPL FINANCIAL2 years Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $17,885 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,308 | $86,944-58.2% | $107,525-66.2% | $74,304-51.1% |
| Participation rate | 85.3% | 59.6%+25.8pp | 75.1%+10.3pp | 60.3%+25.0pp |
| Annual return | 16.11% | 23.52%-7.4pp | 181.32%-165.2pp | 29.43%-13.3pp |
| Employer contribution / active EE | $2,114 | $2,757-23.3% | $3,754-43.7% | $2,241-5.7% |
| Participant deferral / active EE | $5,303 | $3,554+49.2% | $5,116+3.7% | $3,767+40.8% |
| Admin fee / account holder | $295 | $3,727-92.1% | $8,919-96.7% | $2,969-90.1% |