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; Recordkeeping ... | $106,263 |
LPL FINANCIAL5 years Filed as: LPL FINANCIAL COMPANY Service code 27 · EIN 04-3046611 | Advisory (Plan) | $96,439 |
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 | $134,851 | $53,165+153.6% | $86,188+56.5% | $74,419+81.2% |
| Participation rate | 99.2% | 64.9%+34.4pp | 69.0%+30.3pp | 70.7%+28.5pp |
| Annual return | 16.12% | 22.64%-6.5pp | 1168.45%-1152.3pp | 34.38%-18.3pp |
| Employer contribution / active EE | $1,269 | $1,210+4.9% | $2,380-46.7% | $2,637-51.9% |
| Participant deferral / active EE | $8,252 | $3,234+155.1% | $3,985+107.1% | $4,528+82.2% |
| Admin fee / account holder | $401 | $551-27.2% | $6,852-94.1% | $348+15.4% |