See peer percentile detail. $4.99 for your first month.
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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 | $30,194 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC-RPCP Service code 26 PO BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Participants) | $20,105 |
ACTION LETTER1 year Filed as: ACTION MANUFACTURING COM Service code 10 · EIN 16-1710665 | Accounting | $14,400 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL, LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $10,341 |
Filed as: JOHN BURTON Service code 22 1400 GRANARY ROAD · BLUE BELL, PA 19422 | Insurance Broker | $6,012 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,003 | $79,519-15.7% | $95,952-30.2% | $73,409-8.7% |
| Participation rate | 57.0% | 81.2%-24.2pp | 77.1%-20.1pp | 72.2%-15.2pp |
| Annual return | 7.34% | 19.20%-11.9pp | 91.61%-84.3pp | 59.29%-52.0pp |
| Employer contribution / active EE | $760 | $2,048-62.9% | $2,541-70.1% | $2,234-66.0% |
| Participant deferral / active EE | $2,451 | $4,138-40.8% | $4,167-41.2% | $3,805-35.6% |
| Admin fee / account holder | $278 | $184+51.1% | $6,795-95.9% | $158+76.3% |