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 13 · EIN 06-1050034 | Contract Administrator | $11,079 |
Filed as: PRUDENTIAL INVESTMENT MANAGEMENT SE Service code 63 · EIN 13-4122960 | 12b-1 Fees | $126 |
LPL FINANCIAL3+ years Filed as: LPL FINANCIAL LLC-RPLP Service code 33 · EIN 95-2834236 | 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 | $59,180 | $69,305-14.6% | $82,313-28.1% | $69,631-15.0% |
| Participation rate | 100.0% | 80.3%+19.7pp | 76.9%+23.1pp | 70.7%+29.3pp |
| Annual return | 24.68% | 21.47%+3.2pp | 25.88%-1.2pp | 27571.02%-27546.3pp |
| Employer contribution / active EE | $2,329 | $1,887+23.5% | $2,428-4.1% | $2,032+14.6% |
| Participant deferral / active EE | $6,326 | $3,568+77.3% | $3,706+70.7% | $3,224+96.2% |
| Admin fee / account holder | $18 | $97-81.3% | $5,608-99.7% | $110-83.5% |