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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $104,242 |
LPL FINANCIAL4+ years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $52,460 |
WATKINS ROSS4+ years Filed as: WATKINS ROSS & CO Service code 49 · EIN 38-1477362 | Other Services | $6,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,611 | $43,999+60.5% | $79,464-11.1% | $55,725+26.7% |
| Participation rate | 98.0% | 66.9%+31.1pp | 73.3%+24.7pp | 70.9%+27.2pp |
| Annual return | -4.51% | 1.81%-6.3pp | 718.14%-722.7pp | 244.93%-249.4pp |
| Employer contribution / active EE | $1,995 | $1,830+9.1% | $2,800-28.7% | $2,078-4.0% |
| Participant deferral / active EE | $4,968 | $2,538+95.7% | $3,704+34.1% | $3,356+48.0% |
| Admin fee / account holder | $372 | $118+216.7% | $5,113-92.7% | $115+223.2% |