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 FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $93,293 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $19,673 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,634 |
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 | $214,641 | $84,487+154.1% | $125,339+71.2% | $66,914+220.8% |
| Participation rate | 93.8% | 76.4%+17.3pp | 82.4%+11.4pp | 69.8%+23.9pp |
| Annual return | -18.06% | -8.39%-9.7pp | 572.05%-590.1pp | 1.58%-19.6pp |
| Employer contribution / active EE | $4,754 | $3,553+33.8% | $4,814-1.2% | $2,544+86.9% |
| Participant deferral / active EE | $12,093 | $6,781+78.3% | $7,446+62.4% | $4,237+185.4% |
| Admin fee / account holder | $412 | $685-39.9% | $10,010-95.9% | $593-30.6% |