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 | $114,919 |
PKF O'CONNOR DAVIES, LLP1 year Service code 13 · EIN 27-1728945 | Contract Administrator | $56,960 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $16,759 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $12,500 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
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.
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 | $75,882 | $95,274-20.4% | $135,903-44.2% | $74,419+2.0% |
| Participation rate | 47.1% | 78.2%-31.1pp | 81.9%-34.8pp | 70.7%-23.6pp |
| Annual return | 18.57% | 32.77%-14.2pp | 68.23%-49.7pp | 34.38%-15.8pp |
| Employer contribution / active EE | $944 | $3,874-75.6% | $4,856-80.6% | $2,637-64.2% |
| Participant deferral / active EE | $6,393 | $7,782-17.8% | $7,758-17.6% | $4,528+41.2% |
| Admin fee / account holder | $265 | $266-0.3% | $10,762-97.5% | $348-23.7% |