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 Service code 27 75 STATE STREET · BOSTON, MA 02109 | Advisory (Plan) | $17,793 |
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $11,179 |
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 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 | $46,340 | $72,492-36.1% | $87,100-46.8% | $72,985-36.5% |
| Participation rate | 78.0% | 72.8%+5.2pp | 76.9%+1.2pp | 69.5%+8.6pp |
| Annual return | 18.90% | 24.46%-5.6pp | 28.19%-9.3pp | 81.00%-62.1pp |
| Employer contribution / active EE | $1,184 | $1,894-37.5% | $2,521-53.1% | $2,440-51.5% |
| Participant deferral / active EE | $3,563 | $3,270+9.0% | $4,049-12.0% | $3,607-1.2% |
| Admin fee / account holder | $322 | $5,055-93.6% | $7,497-95.7% | $5,124-93.7% |