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 3-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 | $27,144 |
PREMIER PLAN CONSULTANTS1 year Filed as: PREMIER PLAN CONSULTANTS INC Service code 49 | Other Services | $13,391 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $12,542 |
PREMIER PLAN CONSULTANTS2 years Service code 49 · EIN 82-0986372 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $64,118 | $59,417+7.9% | $93,606-31.5% | $74,495-13.9% |
| Participation rate | 36.9% | 59.7%-22.8pp | 68.7%-31.9pp | 67.2%-30.3pp |
| Annual return | 11.68% | 81.83%-70.1pp | 133.20%-121.5pp | 1364.94%-1353.3pp |
| Employer contribution / active EE | $0 | $1,264-100.0% | $2,420-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $2,167 | $3,050-29.0% | $4,411-50.9% | $4,346-50.1% |
| Admin fee / account holder | $254 | $3,021-91.6% | $8,285-96.9% | $1,942-86.9% |