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 FINANCIAL5 years Filed as: LPL Service code 27 · EIN 95-2834236 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $45,411 |
CORRIGAN KRAUSE4 years Service code 13 · EIN 37-1574855 191 AMERICAN BLVD · WESTLAKE, OH 44145 | Contract Administrator | $12,000 |
AMERICAN REALTY ADVISORS5 years Filed as: FIRST AMERICAN BANK Service code 13 · EIN 36-1078850 700 BUSSE ROAD · ELK GROVE VILLAGE, IL 60007 | Contract Administrator | $8,376 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 · EIN 20-3691658 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $613 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $464,726 | $101,317+358.7% | $146,958+216.2% | $74,495+523.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 15.77% | 8730.91%-8715.1pp | 418.34%-402.6pp | 1364.94%-1349.2pp |
| Employer contribution / active EE | $8,515 | $3,810+123.5% | $4,933+72.6% | $2,623+224.6% |
| Participant deferral / active EE | $11,312 | $7,303+54.9% | $8,070+40.2% | $4,346+160.3% |
| Admin fee / account holder | $423 | $1,739-75.7% | $12,998-96.7% | $1,942-78.2% |