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 7-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 FINANCIAL5 years Filed as: LPL FINANCIAL CORPORATION Service code 16 · EIN 04-3046611 | Consulting | $79,540 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $55,735 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $119,520 | $122,239-2.2% | $184,203-35.1% | $74,495+60.4% |
| Participation rate | 85.7% | 85.5%+0.2pp | 86.8%-1.1pp | 67.2%+18.5pp |
| Annual return | 22.44% | 19.95%+2.5pp | 28.81%-6.4pp | 1364.94%-1342.5pp |
| Employer contribution / active EE | $8,068 | $4,537+77.8% | $6,427+25.5% | $2,623+207.6% |
| Participant deferral / active EE | $18,488 | $7,139+159.0% | $9,131+102.5% | $4,346+325.4% |
| Admin fee / account holder | $431 | $1,260-65.8% | $13,901-96.9% | $1,942-77.8% |