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 FINANCIAL4 years Filed as: LPL FINANCIAL RPCP Service code 27 PO BOX 502533 · SAN DIEGO, CA 91250 | Advisory (Plan) | $38,559 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $11,129 |
STEPHEN HORN INSURANCE SERVICES7+ years Filed as: STEPHEN ELDRIDGE & COMPANY Service code 13 686CHESTNUT STREET · MANCHESTER, NH 03104 | Contract Administrator | $8,000 |
BAKER NEWMAN NOYES5 years Filed as: BAKER NEWMAN & NOYES, LLC Service code 10 PO BOX 507 · PORTLAND, ME 04112 | Accounting | $1,051 |
TD AMERITRADE, INC.7+ years Filed as: TD AMERITRADE Service code 33 200 S. 108TH AVE · OMAHA, NE 68154 | Securities brokerage | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $106,806 | $95,416+11.9% | $185,823-42.5% | $85,850+24.4% |
| Participation rate | 85.1% | 68.8%+16.4pp | 81.7%+3.4pp | 69.3%+15.8pp |
| Annual return | 17.87% | 23.59%-5.7pp | 122.05%-104.2pp | 318.53%-300.7pp |
| Employer contribution / active EE | $2,204 | $3,314-33.5% | $5,167-57.4% | $2,565-14.1% |
| Participant deferral / active EE | $3,944 | $3,423+15.2% | $5,568-29.2% | $3,952-0.2% |
| Admin fee / account holder | $403 | $7,213-94.4% | $16,237-97.5% | $6,260-93.6% |