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 |
|---|---|---|
LIBERTY GROUP LLC5+ years Service code 55 411 30TH ST STE 314 · OAKLAND, CA 94609 | Other Commissions | $8,546 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,401 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,534 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $74,468 | $83,477-10.8% | $125,175-40.5% | $72,985+2.0% |
| Participation rate | 49.3% | 73.3%-24.1pp | 79.8%-30.5pp | 69.5%-20.2pp |
| Annual return | 19.68% | 25.78%-6.1pp | 43.79%-24.1pp | 81.00%-61.3pp |
| Employer contribution / active EE | $1,113 | $2,345-52.5% | $3,865-71.2% | $2,440-54.4% |
| Participant deferral / active EE | $4,563 | $3,585+27.3% | $4,937-7.6% | $3,607+26.5% |
| Admin fee / account holder | $112 | $5,517-98.0% | $9,702-98.8% | $5,124-97.8% |