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 6-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 37 · EIN 04-2647786 | Loan Processing | $54,452 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $40,000 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,904 |
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 | $82,669 | $88,890-7.0% | $102,423-19.3% | $77,643+6.5% |
| Participation rate | 88.8% | 80.9%+7.9pp | 76.5%+12.3pp | 70.6%+18.2pp |
| Annual return | 13.41% | 24.98%-11.6pp | 29.32%-15.9pp | 31.24%-17.8pp |
| Employer contribution / active EE | $3,141 | $2,698+16.4% | $3,023+3.9% | $2,726+15.2% |
| Participant deferral / active EE | $6,102 | $5,145+18.6% | $5,053+20.8% | $4,647+31.3% |
| Admin fee / account holder | $111 | $235-53.0% | $9,451-98.8% | $430-74.3% |