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 7-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 | $39,337 |
Service code 13 · EIN 58-1485803 | Contract Administrator | $7,407 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $5,849 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,413 | $60,323-39.6% | $81,812-55.5% | $74,495-51.1% |
| Participation rate | 89.0% | 62.9%+26.1pp | 72.3%+16.6pp | 67.2%+21.8pp |
| Annual return | 11.78% | 16.90%-5.1pp | 773.79%-762.0pp | 1364.94%-1353.2pp |
| Employer contribution / active EE | $1,206 | $2,620-54.0% | $2,912-58.6% | $2,623-54.0% |
| Participant deferral / active EE | $4,738 | $3,387+39.9% | $4,319+9.7% | $4,346+9.0% |
| Admin fee / account holder | $321 | $1,486-78.4% | $7,386-95.7% | $1,942-83.5% |