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 | $111,027 |
LPL FINANCIAL5+ years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $53,691 |
WATKINS ROSS5+ years Filed as: WATKINS ROSS & CO Service code 49 · EIN 38-1477362 | Other Services | $6,138 |
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 | $85,286 | $54,237+57.2% | $90,281-5.5% | $67,579+26.2% |
| Participation rate | 97.7% | 68.6%+29.1pp | 73.3%+24.4pp | 71.3%+26.4pp |
| Annual return | 17.60% | 37.27%-19.7pp | 78.10%-60.5pp | 378.56%-361.0pp |
| Employer contribution / active EE | $2,005 | $1,846+8.6% | $2,854-29.8% | $2,148-6.7% |
| Participant deferral / active EE | $5,196 | $2,625+97.9% | $3,885+33.7% | $3,539+46.8% |
| Admin fee / account holder | $395 | $123+220.2% | $5,351-92.6% | $142+177.7% |