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 37 · EIN 04-2647786 | Loan Processing | $25,288 |
Service code 27 · EIN 27-3463733 | Advisory (Plan) | $11,028 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $8,718 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $90,483 | $72,607+24.6% | $90,749-0.3% | $66,914+35.2% |
| Participation rate | 100.0% | 73.7%+26.3pp | 75.7%+24.3pp | 69.8%+30.2pp |
| Annual return | -16.91% | -12.28%-4.6pp | -12.16%-4.7pp | 1.58%-18.5pp |
| Employer contribution / active EE | $2,799 | $2,369+18.2% | $2,921-4.2% | $2,544+10.0% |
| Participant deferral / active EE | $7,800 | $3,977+96.1% | $4,564+70.9% | $4,237+84.1% |
| Admin fee / account holder | $331 | $707-53.2% | $8,445-96.1% | $593-44.2% |