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 16 · EIN 04-3046611 | Consulting | $40,833 |
FGMK, LLC1 year Filed as: FGML, LLC Service code 10 · EIN 36-2929601 | Accounting | $18,694 |
Service code 37 · EIN 04-2647786 | Loan Processing | $354 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $187,204 | $55,415+237.8% | $155,509+20.4% | $74,495+151.3% |
| Participation rate | 90.1% | 61.9%+28.2pp | 78.2%+11.9pp | 67.2%+22.9pp |
| Annual return | 11.45% | 268.50%-257.0pp | 64.67%-53.2pp | 1364.94%-1353.5pp |
| Employer contribution / active EE | $7,114 | $2,267+213.8% | $4,672+52.2% | $2,623+171.2% |
| Participant deferral / active EE | $5,265 | $2,836+85.6% | $5,626-6.4% | $4,346+21.1% |
| Admin fee / account holder | $473 | $1,738-72.8% | $15,912-97.0% | $1,942-75.7% |