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 FINANCIAL4 years Filed as: LPL FINANCIAL LLC Service code 27 PO BOX 5802533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $29,627 |
Filed as: JP MORGAN INVEST HOLDINGS, LLC Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $22,037 |
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).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,410 | $100,923-14.4% | $150,045-42.4% | $74,304+16.3% |
| Participation rate | 81.2% | 70.1%+11.1pp | 82.3%-1.1pp | 60.3%+20.8pp |
| Annual return | 17.83% | 51.77%-33.9pp | 62.55%-44.7pp | 29.43%-11.6pp |
| Employer contribution / active EE | $3,616 | $3,463+4.4% | $4,693-23.0% | $2,241+61.3% |
| Participant deferral / active EE | $8,954 | $6,709+33.5% | $7,997+12.0% | $3,767+137.7% |
| Admin fee / account holder | $442 | $2,767-84.0% | $13,435-96.7% | $2,969-85.1% |