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 | $82,904 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $44,800 |
MORNINGSTAR3 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.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,823 | $58,923+127.1% | $97,167+37.7% | $74,546+79.5% |
| Participation rate | 87.1% | 63.6%+23.6pp | 72.7%+14.5pp | 67.2%+19.9pp |
| Annual return | 11.00% | 16.04%-5.0pp | 75.27%-64.3pp | 1366.03%-1355.0pp |
| Employer contribution / active EE | $2,670 | $1,894+41.0% | $2,729-2.2% | $2,624+1.7% |
| Participant deferral / active EE | $3,808 | $3,664+3.9% | $4,264-10.7% | $4,347-12.4% |
| Admin fee / account holder | $382 | $1,974-80.6% | $5,650-93.2% | $1,944-80.3% |