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 13 · EIN 42-0127290 | Contract Administrator | $35,854 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $6,500 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $41,513 | $82,783-49.9% | $133,956-69.0% | $90,288-54.0% |
| Participation rate | 90.8% | 81.3%+9.5pp | 79.8%+11.0pp | 73.4%+17.4pp |
| Annual return | 96.78% | 21.89%+74.9pp | 45.09%+51.7pp | 53.97%+42.8pp |
| Employer contribution / active EE | $277 | $2,388-88.4% | $3,919-92.9% | $2,524-89.0% |
| Participant deferral / active EE | $2,157 | $4,291-49.7% | $5,048-57.3% | $4,232-49.0% |
| Admin fee / account holder | $122 | $93+31.0% | $8,927-98.6% | $114+6.6% |