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 | $47,739 |
LPL FINANCIAL4 years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $24,673 |
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 | $51,056 | $76,670-33.4% | $96,683-47.2% | $71,457-28.6% |
| Participation rate | 94.6% | 66.6%+28.0pp | 74.3%+20.3pp | 67.9%+26.7pp |
| Annual return | 16.23% | 48.29%-32.1pp | 35.69%-19.5pp | 28.85%-12.6pp |
| Employer contribution / active EE | $1,014 | $3,031-66.5% | $3,737-72.9% | $2,588-60.8% |
| Participant deferral / active EE | $3,701 | $3,771-1.9% | $4,878-24.1% | $4,289-13.7% |
| Admin fee / account holder | $264 | $2,028-87.0% | $6,730-96.1% | $1,587-83.4% |