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 | $51,911 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $15,183 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $19,194 | $92,055-79.1% | $106,213-81.9% | $77,643-75.3% |
| Participation rate | 83.2% | 81.0%+2.2pp | 75.3%+7.9pp | 70.6%+12.6pp |
| Annual return | 13.45% | 17.91%-4.5pp | 116.14%-102.7pp | 31.24%-17.8pp |
| Employer contribution / active EE | $1,052 | $3,367-68.8% | $3,171-66.8% | $2,726-61.4% |
| Participant deferral / active EE | $1,911 | $5,386-64.5% | $5,016-61.9% | $4,647-58.9% |
| Admin fee / account holder | $200 | $219-8.8% | $11,033-98.2% | $430-53.6% |