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 LLC6+ years Service code 55 411 30TH ST STE 314 · OAKLAND, CA 94609 | Other Commissions | $6,755 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,700 |
HK FINANCIAL SERVICES1 year Filed as: AE FINANCIAL SERVICES LLC Service code 55 2950 SW MCCLURE RD · TOPEKA, KS 66614 | Other Commissions | $2,363 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,789 |
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 | $79,143 | $91,552-13.6% | $133,956-40.9% | $79,858-0.9% |
| Participation rate | 55.6% | 73.3%-17.8pp | 79.8%-24.3pp | 69.6%-14.1pp |
| Annual return | 13.41% | 61.85%-48.4pp | 45.09%-31.7pp | 31.71%-18.3pp |
| Employer contribution / active EE | $944 | $2,384-60.4% | $3,919-75.9% | $2,471-61.8% |
| Participant deferral / active EE | $4,037 | $3,733+8.1% | $5,048-20.0% | $3,740+7.9% |
| Admin fee / account holder | $121 | $6,321-98.1% | $8,927-98.6% | $5,306-97.7% |