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 37 · EIN 04-2647786 | Loan Processing | $32,106 |
LPL FINANCIAL4 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $30,712 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $79,966 | $81,474-1.9% | $133,956-40.3% | $73,488+8.8% |
| Participation rate | 84.5% | 76.4%+8.1pp | 79.8%+4.7pp | 70.7%+13.8pp |
| Annual return | 13.67% | 19.40%-5.7pp | 45.09%-31.4pp | 28.51%-14.8pp |
| Employer contribution / active EE | $1,165 | $2,209-47.3% | $3,919-70.3% | $2,270-48.7% |
| Participant deferral / active EE | $4,900 | $3,786+29.4% | $5,048-2.9% | $3,740+31.0% |
| Admin fee / account holder | $336 | $713-52.9% | $8,927-96.2% | $513-34.5% |