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 |
|---|---|---|
LPL FINANCIAL2 years Filed as: LPL FINANCIAL, LLC Service code 27 PO BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $25,879 |
Filed as: CAPITAL RETIREMENT PLAN SERVICES Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $8,756 |
Service code 13 3552 NE RALPH POWELL ROAD · LEES SUMMIT, MO 640642360 | Contract Administrator | $1,302 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,013 | $99,957-26.0% | $149,696-50.6% | $73,488+0.7% |
| Participation rate | 67.2% | 75.7%-8.5pp | 82.5%-15.3pp | 70.7%-3.5pp |
| Annual return | 15.95% | 53.87%-37.9pp | 276.60%-260.6pp | 28.51%-12.6pp |
| Employer contribution / active EE | $1,556 | $3,191-51.2% | $4,644-66.5% | $2,270-31.5% |
| Participant deferral / active EE | $6,387 | $6,073+5.2% | $6,842-6.6% | $3,740+70.8% |
| Admin fee / account holder | $247 | $551-55.1% | $9,309-97.3% | $513-51.8% |