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 | $60,780 |
Filed as: MODERN WEALTH HOLDINGS, LLC Service code 13 · EIN 92-1037746 | Contract Administrator | $25,219 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC - RCPC Service code 27 | Advisory (Plan) | $19,628 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | 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 | $108,954 | $88,083+23.7% | $164,813-33.9% | $74,495+46.3% |
| Participation rate | 93.0% | 73.0%+19.9pp | 78.6%+14.4pp | 67.2%+25.8pp |
| Annual return | 14.15% | 17.26%-3.1pp | 69.93%-55.8pp | 1364.94%-1350.8pp |
| Employer contribution / active EE | $2,473 | $2,593-4.6% | $4,341-43.0% | $2,623-5.7% |
| Participant deferral / active EE | $6,006 | $4,498+33.5% | $6,031-0.4% | $4,346+38.2% |
| Admin fee / account holder | $451 | $2,234-79.8% | $12,690-96.4% | $1,942-76.8% |