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 | Investment management; Float revenue;... | $102,665 |
LPL FINANCIAL4 years Filed as: LPL FINANCIAL COMPANY Service code 27 · EIN 04-3046611 | Advisory (Plan) | $98,591 |
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 | $124,486 | $42,353+193.9% | $79,550+56.5% | $64,808+92.1% |
| Participation rate | 100.0% | 64.8%+35.2pp | 69.5%+30.5pp | 71.5%+28.5pp |
| Annual return | -15.56% | -12.24%-3.3pp | 0.16%-15.7pp | 32.82%-48.4pp |
| Employer contribution / active EE | $1,711 | $1,181+44.9% | $2,413-29.1% | $2,506-31.7% |
| Participant deferral / active EE | $9,131 | $3,170+188.0% | $3,985+129.1% | $4,310+111.8% |
| Admin fee / account holder | $426 | $160+167.2% | $6,832-93.8% | $188+127.1% |