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 |
|---|---|---|
LPL FINANCIAL2 years Filed as: FINANCIAL ADVOCATES INVESTMENT MANA Service code 27 1601 COOPER POINT ROAD NW · OLYMPIA, WA 98502 | Advisory (Plan) | $56,040 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $39,547 |
SILICON VALLEY ACCOUNTANCY CORP3+ years Service code 10 3150 ALMADEN EXPY #105 · SAN JOSE, CA 95118 | Accounting | $6,300 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,475 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $59,884 | $52,149+14.8% | $122,332-51.0% | $77,958-23.2% |
| Participation rate | 16.6% | 58.6%-42.0pp | 71.6%-55.1pp | 71.6%-55.1pp |
| Annual return | 15.94% | 17.75%-1.8pp | 30.27%-14.3pp | 20.87%-4.9pp |
| Employer contribution / active EE | $0 | $1,750-100.0% | $4,050-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $852 | $2,114-59.7% | $3,287-74.1% | $3,537-75.9% |
| Admin fee / account holder | $271 | $93+190.9% | $5,478-95.1% | $97+178.3% |