Filed May 22, 2025
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 FINANCIAL3+ years Service code 27 PO BOX 509025 · SAN DIEGO, CA 921509025 | Advisory (Plan) | $30,925 |
MCCREADY & KEENE INC.1 year Filed as: MCCREADY AND KEENE INC. Service code 15 · EIN 35-0500670 | Recordkeeping | $29,265 |
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 | $61,684 | $64,909-5.0% | $82,313-25.1% | $62,292-1.0% |
| Participation rate | 88.2% | 74.9%+13.3pp | 76.9%+11.3pp | 69.5%+18.7pp |
| Annual return | 17.98% | 21.18%-3.2pp | 25.88%-7.9pp | 28.90%-10.9pp |
| Employer contribution / active EE | $646 | $1,676-61.5% | $2,428-73.4% | $2,042-68.4% |
| Participant deferral / active EE | $4,770 | $3,103+53.7% | $3,706+28.7% | $3,169+50.5% |
| Admin fee / account holder | $315 | $440-28.3% | $5,608-94.4% | $479-34.3% |