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 13 · EIN 42-0127290 | Contract Administrator | $30,552 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 49 | Other Services | $19,866 |
ORENDA RETIREMENT, LLC1 year Filed as: ORENDA RETIREMENT LLC Service code 13 · EIN 36-4877979 | Contract Administrator | $8,323 |
LPL FINANCIAL1 year Filed as: LPL FINANCIALL LLC Service code 49 · EIN 95-2834236 | Other Services | $0 |
Filed as: WILSHIRE ASSOCIATES INC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $27,521 | $37,196-26.0% | $154,107-82.1% | $55,725-50.6% |
| Participation rate | 67.4% | 64.1%+3.3pp | 83.0%-15.7pp | 70.9%-3.5pp |
| Annual return | -6.04% | 1319.68%-1325.7pp | 735.12%-741.2pp | 244.93%-251.0pp |
| Employer contribution / active EE | $987 | $1,614-38.8% | $5,298-81.4% | $2,078-52.5% |
| Participant deferral / active EE | $897 | $2,068-56.6% | $5,081-82.3% | $3,356-73.3% |
| Admin fee / account holder | $109 | $102+7.4% | $13,411-99.2% | $115-5.3% |