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 FINANCIAL3 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $35,000 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $703 |
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 | $227,581 | $49,915+355.9% | $154,803+47.0% | $74,304+206.3% |
| Participation rate | 81.0% | 54.0%+27.0pp | 78.1%+2.9pp | 60.3%+20.6pp |
| Annual return | 18.09% | 34.06%-16.0pp | 58.88%-40.8pp | 29.43%-11.3pp |
| Employer contribution / active EE | $4,923 | $1,611+205.5% | $4,305+14.3% | $2,241+119.6% |
| Participant deferral / active EE | $5,105 | $2,255+126.4% | $5,540-7.9% | $3,767+35.5% |
| Admin fee / account holder | $301 | $2,189-86.3% | $14,329-97.9% | $2,969-89.9% |