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 | $179,009 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $78,000 |
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 | $45,735 | $71,142-35.7% | $119,609-61.8% | $64,808-29.4% |
| Participation rate | 93.5% | 78.6%+14.9pp | 79.3%+14.2pp | 71.5%+22.0pp |
| Annual return | -15.13% | -10.01%-5.1pp | -14.97%-0.2pp | 32.82%-47.9pp |
| Employer contribution / active EE | $1,148 | $2,497-54.0% | $4,232-72.9% | $2,506-54.2% |
| Participant deferral / active EE | $4,384 | $4,490-2.4% | $5,602-21.7% | $4,310+1.7% |
| Admin fee / account holder | $149 | $162-7.9% | $10,323-98.6% | $188-20.5% |