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 37 · EIN 04-2647786 | Loan Processing | $50,572 |
Filed as: LEAFHOUSE Service code 26 · EIN 26-4311657 | Advisory (Participants) | $49,332 |
LPL FINANCIAL7 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $45,000 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $25,403 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,854 | $108,719+42.4% | $101,326+52.8% | $85,563+81.0% |
| Participation rate | 87.4% | 80.9%+6.5pp | 81.5%+5.9pp | 66.0%+21.4pp |
| Annual return | 18.91% | 20.95%-2.0pp | 36.82%-17.9pp | 31.51%-12.6pp |
| Employer contribution / active EE | $5,973 | $3,114+91.8% | $3,665+63.0% | $2,654+125.1% |
| Participant deferral / active EE | $11,855 | $8,545+38.7% | $7,994+48.3% | $4,375+171.0% |
| Admin fee / account holder | $185 | $685-73.0% | $11,185-98.3% | $834-77.9% |