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 | $185,727 |
LPL FINANCIAL4 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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,520 | $91,372-42.5% | $129,995-59.6% | $74,419-29.4% |
| Participation rate | 98.1% | 77.8%+20.3pp | 78.5%+19.6pp | 70.7%+27.3pp |
| Annual return | 15.29% | 23.21%-7.9pp | -137.18%+152.5pp | 34.38%-19.1pp |
| Employer contribution / active EE | $1,641 | $2,563-36.0% | $4,320-62.0% | $2,637-37.8% |
| Participant deferral / active EE | $4,743 | $4,721+0.5% | $5,820-18.5% | $4,528+4.7% |
| Admin fee / account holder | $161 | $283-43.2% | $10,614-98.5% | $348-53.7% |