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 | $138,413 |
LPL FINANCIAL1 year Service code 27 · EIN 04-3046611 | Advisory (Plan) | $104,915 |
PKF O'CONNOR DAVIES, LLP2 years Service code 10 · EIN 27-1728945 | Accounting | $14,475 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,124 | $106,028-20.7% | $146,958-42.8% | $77,643+8.3% |
| Participation rate | 54.7% | 78.4%-23.7pp | 82.2%-27.5pp | 70.6%-15.9pp |
| Annual return | 14.99% | 56.73%-41.7pp | 418.34%-403.3pp | 31.24%-16.3pp |
| Employer contribution / active EE | $1,437 | $4,063-64.6% | $4,933-70.9% | $2,726-47.3% |
| Participant deferral / active EE | $7,465 | $7,990-6.6% | $8,070-7.5% | $4,647+60.6% |
| Admin fee / account holder | $341 | $337+1.2% | $12,998-97.4% | $430-20.7% |