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 |
|---|---|---|
Filed as: ALDRICH WEALTH, LP Service code 26 · EIN 93-1244319 | Advisory (Participants) | $33,347 |
PENSION PLAN SPECIALISTS, PC4 years Filed as: PENSION PLAN SPECIALISTS, P.C. Service code 13 · EIN 26-1570786 | Contract Administrator | $12,004 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $6,506 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $27,523 | $55,790-50.7% | $76,817-64.2% | $67,579-59.3% |
| Participation rate | 100.0% | 71.1%+28.9pp | 72.1%+27.9pp | 71.3%+28.7pp |
| Annual return | 18.95% | 64.45%-45.5pp | 1166.11%-1147.2pp | 378.56%-359.6pp |
| Employer contribution / active EE | $1,895 | $1,810+4.7% | $2,302-17.7% | $2,148-11.8% |
| Participant deferral / active EE | $2,238 | $2,875-22.2% | $3,336-32.9% | $3,539-36.8% |
| Admin fee / account holder | $69 | $159-56.5% | $6,420-98.9% | $142-51.4% |