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 FINANCIAL3 years Filed as: LPL FINANCIAL COMPANY Service code 27 · EIN 04-3046611 | Advisory (Plan) | $102,005 |
Service code 12 · EIN 13-3689044 | Sales loads (front end and deferred);... | $51,766 |
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 | $160,692 | $50,956+215.4% | $96,562+66.4% | $86,799+85.1% |
| Participation rate | 100.0% | 65.2%+34.8pp | 69.8%+30.2pp | 72.3%+27.7pp |
| Annual return | 15.14% | 21.27%-6.1pp | 37.78%-22.6pp | 97.91%-82.8pp |
| Employer contribution / active EE | $419 | $1,111-62.2% | $2,356-82.2% | $2,405-82.6% |
| Participant deferral / active EE | $7,548 | $2,954+155.5% | $3,849+96.1% | $4,131+82.7% |
| Admin fee / account holder | $353 | $166+112.4% | $6,181-94.3% | $170+108.0% |