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 9-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 |
|---|---|---|
LPL FINANCIAL4 years Filed as: LPL FINANCIAL LLC Service code 55 PO BOX 509026 · SAN DIEGO, CA 921509026 | Other Commissions | $111,827 |
Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $12,505 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,999 | $197,941-9.6% | $100,534+78.0% | $85,563+109.2% |
| Participation rate | 92.4% | 83.8%+8.7pp | 80.6%+11.8pp | 66.0%+26.5pp |
| Annual return | 26.15% | 21.00%+5.1pp | 32.66%-6.5pp | 31.51%-5.4pp |
| Employer contribution / active EE | $13,193 | $7,157+84.3% | $4,346+203.5% | $2,654+397.2% |
| Participant deferral / active EE | $15,478 | $9,061+70.8% | $6,144+151.9% | $4,375+253.8% |
| Admin fee / account holder | $238 | $1,158-79.4% | $7,654-96.9% | $834-71.4% |