See peer percentile detail. $4.99 for your first month.
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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 MAN Service code 27 · EIN 27-0435466 | Advisory (Plan) | $46,960 |
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $4,356 |
HUNNEX AND SHOEMAKER, INC.3 years Service code 15 · EIN 91-1072394 | Recordkeeping | $4,150 |
LPL FINANCIAL2 years Filed as: FINANCIAL ADVOCATES INVESTMENT Service code 33 · EIN 27-0435466 | Securities brokerage commissions and ... | $2,773 |
CHARLES SCHWAB & CO., INC.4 years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $8 |
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 | $41,833 | $80,724-48.2% | $103,333-59.5% | $74,495-43.8% |
| Participation rate | 82.0% | 65.7%+16.3pp | 74.5%+7.5pp | 67.2%+14.8pp |
| Annual return | 14.50% | 27.56%-13.1pp | 24.88%-10.4pp | 1364.94%-1350.4pp |
| Employer contribution / active EE | $3,324 | $3,157+5.3% | $3,868-14.1% | $2,623+26.7% |
| Participant deferral / active EE | $5,318 | $3,860+37.7% | $5,057+5.1% | $4,346+22.4% |
| Admin fee / account holder | $168 | $2,368-92.9% | $8,355-98.0% | $1,942-91.3% |