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: LPL FINANCIAL CORP Service code 16 · EIN 27-0435466 | Consulting | $17,413 |
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,259 |
FINANCIAL ADVOCATES1 year Service code 16 · EIN 27-0435466 | Consulting | $6,737 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$24,230 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $82,890 | $69,305+19.6% | $82,313+0.7% | $69,631+19.0% |
| Participation rate | 76.8% | 80.3%-3.5pp | 76.9%-0.1pp | 70.7%+6.1pp |
| Annual return | 23.83% | 21.47%+2.4pp | 25.88%-2.0pp | 27571.02%-27547.2pp |
| Employer contribution / active EE | $3,498 | $1,887+85.4% | $2,428+44.0% | $2,032+72.1% |
| Participant deferral / active EE | $12,622 | $3,568+253.7% | $3,706+240.6% | $3,224+291.5% |
| Admin fee / account holder | $32 | $97-67.0% | $5,608-99.4% | $110-71.0% |