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 8-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 13 · EIN 42-0127290 | Contract Administrator | $58,236 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $15,995 |
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $10,906 |
JULY BUSINESS SERVICES4 years Filed as: JULY BUSINESS SERVICES INC Service code 13 · EIN 74-2715820 | Contract Administrator | $9,209 |
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.)
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 | $96,286 | $79,171+21.6% | $102,423-6.0% | $74,495+29.3% |
| Participation rate | 44.4% | 74.8%-30.4pp | 76.5%-32.0pp | 67.2%-22.8pp |
| Annual return | 12.01% | 54.93%-42.9pp | 29.32%-17.3pp | 1364.94%-1352.9pp |
| Employer contribution / active EE | $919 | $2,362-61.1% | $3,023-69.6% | $2,623-65.0% |
| Participant deferral / active EE | $2,772 | $4,415-37.2% | $5,053-45.1% | $4,346-36.2% |
| Admin fee / account holder | $504 | $2,001-74.8% | $9,451-94.7% | $1,942-74.0% |