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 9-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 37 · EIN 04-2647786 | Loan Processing | $20,629 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $20,150 |
JOHNSON BANK1 year Filed as: JOHNSON O'CONNOR FERON & CARUCCI, Service code 10 · EIN 20-3985546 | Accounting | $8,130 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,464 | $102,382+63.6% | $147,005+13.9% | $80,874+107.1% |
| Participation rate | 94.1% | 75.8%+18.3pp | 82.2%+12.0pp | 67.6%+26.5pp |
| Annual return | 12.59% | 134.89%-122.3pp | 418.76%-406.2pp | 35.62%-23.0pp |
| Employer contribution / active EE | $4,461 | $3,715+20.1% | $4,934-9.6% | $2,756+61.9% |
| Participant deferral / active EE | $9,426 | $6,646+41.8% | $8,070+16.8% | $4,297+119.4% |
| Admin fee / account holder | $388 | $7,942-95.1% | $13,006-97.0% | $6,935-94.4% |