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 12 · EIN 13-3689044 | Distribution (12b-1) fees; Sales load... | $69,239 |
WILLIAM G. LAJOIE, PC2 years Filed as: WILLIAM LAJOIE Service code 10 · EIN 84-1001549 | Accounting | $12,915 |
INGHAM & COMPANY3 years Filed as: INGHAM RETIREMENT GROUP Service code 27 · EIN 65-0264364 | Advisory (Plan) | $9,732 |
CHARLES SCHWAB & CO., INC.5+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES5+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction. $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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $80,732 | $98,982-18.4% | $162,163-50.2% | $65,185+23.9% |
| Participation rate | 77.8% | 85.8%-8.0pp | 87.6%-9.7pp | 70.2%+7.6pp |
| Annual return | 21.54% | 24.84%-3.3pp | 115.59%-94.1pp | 29.38%-7.8pp |
| Employer contribution / active EE | $2,173 | $3,467-37.3% | $5,614-61.3% | $2,177-0.1% |
| Participant deferral / active EE | $3,770 | $5,384-30.0% | $7,298-48.3% | $3,514+7.3% |
| Admin fee / account holder | $414 | $596-30.6% | $10,843-96.2% | $847-51.1% |