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 | $208,484 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $78,000 |
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).
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 | $46,165 | $86,225-46.5% | $146,665-68.5% | $86,799-46.8% |
| Participation rate | 93.6% | 78.0%+15.6pp | 80.1%+13.5pp | 72.3%+21.3pp |
| Annual return | 13.48% | 31.23%-17.7pp | 22.74%-9.3pp | 97.91%-84.4pp |
| Employer contribution / active EE | $440 | $2,392-81.6% | $4,136-89.4% | $2,405-81.7% |
| Participant deferral / active EE | $3,832 | $4,245-9.7% | $5,506-30.4% | $4,131-7.2% |
| Admin fee / account holder | $144 | $195-26.4% | $10,280-98.6% | $170-15.2% |