See peer percentile detail. $4.99 for your first month.
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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 15 · EIN 84-0467907 | Recordkeeping | $82,652 |
LPL FINANCIAL1 year Filed as: FINANCIAL ADVOCATES INVESTMENT MANA Service code 27 1601 COOPER POINT ROAD NW · OLYMPIA, WA 98502 | Advisory (Plan) | $49,844 |
Service code 12 · EIN 13-3689044 | Finders' fees / placement fees; Recor... | $46,366 |
WHITLEY PENN LLP1 year Service code 10 · EIN 75-2393478 | Accounting | $15,430 |
FOX ROTHSCHILD LLP1 year Service code 99 2000 MARKET ST 20TH FLOOR · PHILADELPHIA, PA 19103 | Other Fees | $11,893 |
Filed as: CHARLES SCHWAB & CO., INC Service code 33 | Securities brokerage | $0 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $57,305 | $88,874-35.5% | $123,544-53.6% | $75,289-23.9% |
| Participation rate | 94.3% | 75.9%+18.4pp | 82.3%+12.0pp | 72.4%+21.9pp |
| Annual return | -4.90% | 4.22%-9.1pp | 119.20%-124.1pp | -0.04%-4.9pp |
| Employer contribution / active EE | $2,844 | $3,256-12.7% | $4,628-38.6% | $2,405+18.2% |
| Participant deferral / active EE | $7,545 | $6,174+22.2% | $6,426+17.4% | $3,739+101.8% |
| Admin fee / account holder | $103 | $95+8.8% | $9,284-98.9% | $102+0.5% |