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 FINANCIAL3 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $28,035 |
Service code 37 · EIN 04-2647786 | Loan Processing | $20,509 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,399 | $98,750+4.7% | $149,696-30.9% | $79,858+29.5% |
| Participation rate | 96.7% | 75.8%+21.0pp | 82.5%+14.3pp | 69.6%+27.1pp |
| Annual return | 18.79% | 27.43%-8.6pp | 276.60%-257.8pp | 31.71%-12.9pp |
| Employer contribution / active EE | $2,203 | $3,216-31.5% | $4,644-52.6% | $2,471-10.8% |
| Participant deferral / active EE | $10,251 | $5,680+80.5% | $6,842+49.8% | $3,740+174.1% |
| Admin fee / account holder | $354 | $6,053-94.1% | $9,309-96.2% | $5,306-93.3% |