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 | $77,309 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $12,058 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $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 | $83,658 | $80,724+3.6% | $103,333-19.0% | $74,495+12.3% |
| Participation rate | 82.7% | 65.7%+17.1pp | 74.5%+8.2pp | 67.2%+15.5pp |
| Annual return | 15.29% | 27.56%-12.3pp | 24.88%-9.6pp | 1364.94%-1349.7pp |
| Employer contribution / active EE | $3,142 | $3,157-0.5% | $3,868-18.8% | $2,623+19.8% |
| Participant deferral / active EE | $6,738 | $3,860+74.6% | $5,057+33.2% | $4,346+55.1% |
| Admin fee / account holder | $556 | $2,368-76.5% | $8,355-93.3% | $1,942-71.4% |