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 | $30,301 |
LPL FINANCIAL4 years Filed as: LPL FINANCIAL CORPORATION Service code 27 · EIN 04-3046611 | Advisory (Plan) | $21,054 |
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 | $64,440 | $54,701+17.8% | $86,188-25.2% | $71,457-9.8% |
| Participation rate | 49.5% | 60.1%-10.6pp | 69.0%-19.4pp | 67.9%-18.4pp |
| Annual return | 14.68% | 20.06%-5.4pp | 1168.45%-1153.8pp | 28.85%-14.2pp |
| Employer contribution / active EE | $587 | $1,265-53.6% | $2,380-75.3% | $2,588-77.3% |
| Participant deferral / active EE | $4,635 | $3,108+49.1% | $3,985+16.3% | $4,289+8.1% |
| Admin fee / account holder | $349 | $1,922-81.8% | $6,852-94.9% | $1,587-78.0% |