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 12 · EIN 13-3689044 | Shareholder servicing fees; Sales loa... | $119,538 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL COMPANY Service code 27 · EIN 04-3046611 | Advisory (Plan) | $86,273 |
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,087 | $64,286+114.8% | $90,951+51.8% | $73,409+88.1% |
| Participation rate | 100.0% | 63.6%+36.4pp | 69.0%+31.0pp | 72.2%+27.8pp |
| Annual return | 13.80% | 21.45%-7.7pp | 134.60%-120.8pp | 59.29%-45.5pp |
| Employer contribution / active EE | $532 | $895-40.6% | $2,122-74.9% | $2,234-76.2% |
| Participant deferral / active EE | $7,484 | $2,453+205.1% | $3,373+121.9% | $3,805+96.7% |
| Admin fee / account holder | $465 | $287+61.8% | $5,959-92.2% | $158+194.3% |