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 | $84,154 |
LPL FINANCIAL4 years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $44,900 |
MORNINGSTAR4 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 | $153,811 | $55,371+177.8% | $95,585+60.9% | $74,304+107.0% |
| Participation rate | 88.4% | 53.8%+34.6pp | 72.1%+16.3pp | 60.3%+28.0pp |
| Annual return | 13.81% | 24.26%-10.4pp | 38.56%-24.7pp | 29.43%-15.6pp |
| Employer contribution / active EE | $2,664 | $1,437+85.4% | $2,527+5.5% | $2,241+18.9% |
| Participant deferral / active EE | $3,692 | $2,955+24.9% | $4,023-8.2% | $3,767-2.0% |
| Admin fee / account holder | $417 | $2,620-84.1% | $6,127-93.2% | $2,969-86.0% |