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 | $91,111 |
LPL FINANCIAL6+ years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $50,940 |
WATKINS ROSS6+ years Filed as: WATKINS ROSS & CO Service code 49 · EIN 38-1477362 | Other Services | $6,340 |
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 | $87,283 | $52,670+65.7% | $90,404-3.5% | $73,409+18.9% |
| Participation rate | 97.4% | 67.7%+29.7pp | 72.7%+24.7pp | 72.2%+25.2pp |
| Annual return | 12.42% | 20.70%-8.3pp | 1293.02%-1280.6pp | 59.29%-46.9pp |
| Employer contribution / active EE | $2,091 | $1,872+11.7% | $3,262-35.9% | $2,234-6.4% |
| Participant deferral / active EE | $5,588 | $2,807+99.1% | $3,963+41.0% | $3,805+46.9% |
| Admin fee / account holder | $307 | $117+162.7% | $5,611-94.5% | $158+94.3% |