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 FINANCIAL1 year Filed as: FINANCIAL ADVOCATES INVESTMENT MAN Service code 27 · EIN 27-0435466 | Advisory (Plan) | $36,283 |
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $2,914 |
HUNNEX AND SHOEMAKER, INC.2 years Service code 15 · EIN 91-1072394 | Recordkeeping | $2,800 |
LPL FINANCIAL1 year Filed as: FINANCIAL ADVOCATES INVESTMENT Service code 33 · EIN 27-0435466 | Securities brokerage; Securities brok... | $1,588 |
LPL FINANCIAL3 years Filed as: FINANCIAL ADVOCATES INV MGMT Service code 33 · EIN 60-2930184 | Securities brokerage; Securities brok... | $424 |
CHARLES SCHWAB & CO., INC.3 years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $5 |
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 | $39,977 | $76,670-47.9% | $96,683-58.7% | $71,457-44.1% |
| Participation rate | 90.4% | 66.6%+23.8pp | 74.3%+16.0pp | 67.9%+22.4pp |
| Annual return | 19.79% | 48.29%-28.5pp | 35.69%-15.9pp | 28.85%-9.1pp |
| Employer contribution / active EE | $4,516 | $3,031+49.0% | $3,737+20.8% | $2,588+74.5% |
| Participant deferral / active EE | $6,908 | $3,771+83.2% | $4,878+41.6% | $4,289+61.1% |
| Admin fee / account holder | $131 | $2,028-93.5% | $6,730-98.1% | $1,587-91.7% |