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 |
|---|---|---|
LPL FINANCIAL1 year Filed as: LPL FINANCIAL - SMS SERVICE PROVIDE Service code 27 · EIN 95-2834236 4707 EXECUTIVE DR · SAN DIEGO, CA 92121 | Advisory (Plan) | $281,711 |
NATIONWIDE5 years Service code 18 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Investment management fees paid indir... | $26,110 |
REHMANN ROBSON5 years Filed as: REHMANN Service code 15 2330 EAST PARIS AVE SE · GRAND RAPIDS, ME 49546 | Recordkeeping | $8,883 |
LPL FINANCIAL2 years Service code 27 4707 EXECUTIVE DR · SAN DIEGO, CA 92121 | Advisory (Plan) | $7,181 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $63,235 | $73,638-14.1% | $95,952-34.1% | $73,488-14.0% |
| Participation rate | 64.1% | 76.2%-12.1pp | 77.1%-13.0pp | 70.7%-6.6pp |
| Annual return | 17.21% | 16.78%+0.4pp | 91.61%-74.4pp | 28.51%-11.3pp |
| Employer contribution / active EE | $711 | $1,863-61.8% | $2,541-72.0% | $2,270-68.7% |
| Participant deferral / active EE | $3,765 | $3,617+4.1% | $4,167-9.7% | $3,740+0.7% |
| Admin fee / account holder | $510 | $482+5.8% | $6,795-92.5% | $513-0.6% |