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 |
|---|---|---|
Filed as: LAVINE LOFGREN MORRIS AND ENGELBERG Service code 10 4180 LA JOLLA VILLAGE DR SUITE 300 · LA JOLLA, CA 92037 | Accounting | $9,518 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $2,231 |
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.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $65,254 | $55,214+18.2% | $104,607-37.6% | $73,488-11.2% |
| Participation rate | 48.9% | 67.8%-18.9pp | 74.1%-25.1pp | 70.7%-21.7pp |
| Annual return | 12.29% | 24.79%-12.5pp | 340.46%-328.2pp | 28.51%-16.2pp |
| Employer contribution / active EE | $388 | $1,468-73.6% | $2,681-85.5% | $2,270-82.9% |
| Participant deferral / active EE | $1,341 | $2,925-54.1% | $3,740-64.1% | $3,740-64.1% |
| Admin fee / account holder | $505 | $424+19.2% | $6,473-92.2% | $513-1.6% |