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 | $17,083 |
PKF O'CONNOR DAVIES, LLP5+ years Filed as: PANNELL KERR FORSTER Service code 49 · EIN 76-0356844 | Other Services | $14,199 |
LPL FINANCIAL5+ 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 | $66,080 | $73,404-10.0% | $87,100-24.1% | $67,579-2.2% |
| Participation rate | 100.0% | 80.9%+19.1pp | 76.9%+23.1pp | 71.3%+28.7pp |
| Annual return | 25.52% | 48.29%-22.8pp | 28.19%-2.7pp | 378.56%-353.0pp |
| Employer contribution / active EE | $2,464 | $2,014+22.3% | $2,521-2.3% | $2,148+14.7% |
| Participant deferral / active EE | $7,448 | $3,913+90.4% | $4,049+84.0% | $3,539+110.4% |
| Admin fee / account holder | $41 | $142-71.3% | $7,497-99.5% | $142-71.4% |