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 |
|---|---|---|
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $73,649 |
Service code 37 · EIN 04-2647786 | Loan Processing | $53,822 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported that benefits due were not provided when due.
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 | $111,909 | $91,372+22.5% | $129,995-13.9% | $74,419+50.4% |
| Participation rate | 77.3% | 77.8%-0.5pp | 78.5%-1.2pp | 70.7%+6.5pp |
| Annual return | 16.64% | 23.21%-6.6pp | -137.18%+153.8pp | 34.38%-17.7pp |
| Employer contribution / active EE | $3,512 | $2,563+37.0% | $4,320-18.7% | $2,637+33.1% |
| Participant deferral / active EE | $5,792 | $4,721+22.7% | $5,820-0.5% | $4,528+27.9% |
| Admin fee / account holder | $341 | $283+20.3% | $10,614-96.8% | $348-2.0% |