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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $79,693 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $42,328 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,688 | $51,315+141.0% | $95,733+29.2% | $71,476+73.0% |
| Participation rate | 87.4% | 63.0%+24.4pp | 72.3%+15.1pp | 67.9%+19.5pp |
| Annual return | 14.75% | 25.26%-10.5pp | 28.37%-13.6pp | 28.85%-14.1pp |
| Employer contribution / active EE | $2,354 | $1,819+29.4% | $2,835-16.9% | $2,589-9.1% |
| Participant deferral / active EE | $3,325 | $3,358-1.0% | $4,244-21.6% | $4,290-22.5% |
| Admin fee / account holder | $349 | $1,137-69.3% | $5,673-93.8% | $1,587-78.0% |