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 |
|---|---|---|
AMERICAN FUNDS4+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $43,459 |
LPL FINANCIAL3+ years Filed as: FINANCIAL ADVOCATES INVESTMENT Service code 27 1601 COOPER POINT ROAD NW · OLYMPIA, WA 98502 | Advisory (Plan) | $41,644 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $13,864 | $33,780-59.0% | $74,550-81.4% | $75,289-81.6% |
| Participation rate | 95.2% | 62.7%+32.5pp | 69.1%+26.1pp | 72.4%+22.8pp |
| Annual return | -4.99% | -1.24%-3.7pp | 32.53%-37.5pp | -0.04%-5.0pp |
| Employer contribution / active EE | $705 | $845-16.5% | $1,961-64.0% | $2,405-70.7% |
| Participant deferral / active EE | $2,254 | $1,890+19.3% | $3,108-27.5% | $3,739-39.7% |
| Admin fee / account holder | $2 | $86-97.3% | $5,060-100.0% | $102-97.7% |