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 15 · EIN 13-3689044 | Recordkeeping | $43,077 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL CORPORATION Service code 16 · EIN 95-2834236 | Consulting | $20,823 |
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $37,245 | $64,324-42.1% | $118,925-68.7% | $79,858-53.4% |
| Participation rate | 92.6% | 64.9%+27.8pp | 75.4%+17.2pp | 69.6%+23.0pp |
| Annual return | 16.95% | 86.45%-69.5pp | 35.88%-18.9pp | 31.71%-14.8pp |
| Employer contribution / active EE | $1,120 | $1,836-39.0% | $3,263-65.7% | $2,471-54.7% |
| Participant deferral / active EE | $3,579 | $2,824+26.8% | $4,265-16.1% | $3,740-4.3% |
| Admin fee / account holder | $301 | $4,040-92.5% | $6,581-95.4% | $5,306-94.3% |