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 15 · EIN 13-3689044 | Recordkeeping | $24,066 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL CORPORATION Service code 27 · EIN 04-3046611 | Advisory (Plan) | $20,791 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,593 | $59,263+12.4% | $96,562-31.0% | $79,386-16.1% |
| Participation rate | 44.4% | 61.9%-17.5pp | 69.8%-25.4pp | 70.7%-26.3pp |
| Annual return | 17.08% | 27.07%-10.0pp | 37.78%-20.7pp | 116.85%-99.8pp |
| Employer contribution / active EE | $482 | $1,216-60.3% | $2,356-79.5% | $2,427-80.1% |
| Participant deferral / active EE | $3,765 | $2,948+27.7% | $3,849-2.2% | $4,046-6.9% |
| Admin fee / account holder | $316 | $658-52.0% | $6,181-94.9% | $626-49.6% |