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 FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $58,824 |
Service code 37 · EIN 04-2647786 | Loan Processing | $39,213 |
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 | $164,822 | $58,083+183.8% | $80,019+106.0% | $56,287+192.8% |
| Participation rate | 99.4% | 73.6%+25.8pp | 75.8%+23.6pp | 69.9%+29.6pp |
| Annual return | -5.44% | 34.61%-40.0pp | 11.22%-16.7pp | -9.96%+4.5pp |
| Employer contribution / active EE | $7,280 | $1,932+276.8% | $2,468+195.0% | $2,111+244.9% |
| Participant deferral / active EE | $11,160 | $3,135+256.0% | $3,686+202.8% | $3,350+233.2% |
| Admin fee / account holder | $423 | $623-32.1% | $6,521-93.5% | $521-18.9% |