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 | $24,711 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL CORPORATION Service code 27 · EIN 04-3046611 | Advisory (Plan) | $20,974 |
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 | $55,452 | $49,451+12.1% | $79,550-30.3% | $66,914-17.1% |
| Participation rate | 54.6% | 61.3%-6.7pp | 69.5%-14.8pp | 69.8%-15.2pp |
| Annual return | -15.60% | 84.25%-99.9pp | 0.16%-15.8pp | 1.58%-17.2pp |
| Employer contribution / active EE | $592 | $1,266-53.2% | $2,413-75.5% | $2,544-76.7% |
| Participant deferral / active EE | $4,524 | $3,159+43.2% | $3,985+13.5% | $4,237+6.8% |
| Admin fee / account holder | $303 | $595-49.1% | $6,832-95.6% | $593-49.0% |