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 | $72,723 |
LPL FINANCIAL5 years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $11,992 |
Filed as: GREENSPRING ADVISORS LLC Service code 27 · EIN 82-5320133 | Advisory (Plan) | $5,801 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,693 | $48,750+219.4% | $88,946+75.0% | $74,304+109.5% |
| Participation rate | 77.5% | 44.5%+33.0pp | 68.8%+8.6pp | 60.3%+17.1pp |
| Annual return | 20.21% | 25.91%-5.7pp | 57.82%-37.6pp | 29.43%-9.2pp |
| Employer contribution / active EE | $4,830 | $1,255+284.8% | $2,555+89.0% | $2,241+115.5% |
| Participant deferral / active EE | $9,795 | $2,423+304.2% | $4,581+113.8% | $3,767+160.0% |
| Admin fee / account holder | $599 | $3,756-84.0% | $8,261-92.7% | $2,969-79.8% |