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 | $30,325 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $13,844 |
Filed as: CETERA INVESTMENT ADVISORS LLC Service code 27 · EIN 36-3258176 | Advisory (Plan) | $7,487 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported that benefits due were not provided when due.
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,486 | $87,870-35.7% | $113,168-50.1% | $74,304-24.0% |
| Participation rate | 90.3% | 70.7%+19.6pp | 76.6%+13.8pp | 60.3%+30.0pp |
| Annual return | 12.98% | 26.44%-13.5pp | 24.27%-11.3pp | 29.43%-16.4pp |
| Employer contribution / active EE | $2,072 | $2,277-9.0% | $2,975-30.4% | $2,241-7.6% |
| Participant deferral / active EE | $4,652 | $4,241+9.7% | $5,107-8.9% | $3,767+23.5% |
| Admin fee / account holder | $354 | $3,368-89.5% | $12,068-97.1% | $2,969-88.1% |