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 | $88,791 |
LPL FINANCIAL8+ years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $56,652 |
WATKINS ROSS8+ years Filed as: WATKINS ROSS & CO Service code 49 · EIN 38-1477362 | Other Services | $8,140 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,579 | $47,722+56.3% | $82,719-9.8% | $64,808+15.1% |
| Participation rate | 98.2% | 67.6%+30.6pp | 72.6%+25.7pp | 71.5%+26.8pp |
| Annual return | -13.86% | -13.05%-0.8pp | 701.18%-715.0pp | 32.82%-46.7pp |
| Employer contribution / active EE | $2,422 | $2,179+11.2% | $3,009-19.5% | $2,506-3.3% |
| Participant deferral / active EE | $6,315 | $3,329+89.7% | $4,395+43.7% | $4,310+46.5% |
| Admin fee / account holder | $274 | $143+91.4% | $5,329-94.9% | $188+45.7% |