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 | $12,466 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $2,224 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $21,944 | $47,722-54.0% | $82,719-73.5% | $64,808-66.1% |
| Participation rate | 23.5% | 67.6%-44.1pp | 72.6%-49.0pp | 71.5%-48.0pp |
| Annual return | -16.55% | -13.05%-3.5pp | 701.18%-717.7pp | 32.82%-49.4pp |
| Employer contribution / active EE | $129 | $2,179-94.1% | $3,009-95.7% | $2,506-94.8% |
| Participant deferral / active EE | $1,240 | $3,329-62.8% | $4,395-71.8% | $4,310-71.2% |
| Admin fee / account holder | $181 | $143+26.4% | $5,329-96.6% | $188-3.8% |