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 | $46,656 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $12,654 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $29,472 | $44,960-34.4% | $84,966-65.3% | $74,495-60.4% |
| Participation rate | 44.8% | 49.4%-4.6pp | 67.5%-22.7pp | 67.2%-22.4pp |
| Annual return | 14.72% | 26.24%-11.5pp | 66.38%-51.7pp | 1364.94%-1350.2pp |
| Employer contribution / active EE | $972 | $1,457-33.3% | $2,727-64.4% | $2,623-63.0% |
| Participant deferral / active EE | $2,206 | $2,731-19.2% | $4,519-51.2% | $4,346-49.2% |
| Admin fee / account holder | $316 | $2,209-85.7% | $6,149-94.9% | $1,942-83.8% |