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 15 · EIN 13-3689044 | Recordkeeping | $26,299 |
LPL FINANCIAL2+ years Filed as: LPL FINANCIAL CORPORATION Service code 22 · EIN 95-2834236 | Insurance Broker | $13,611 |
LATTA, HARRIS, HANON & PENNINGROTH1 year Service code 10 · EIN 39-1901322 | Accounting | $7,480 |
NATIONAL ADMINISTRATION, INC.2+ years Filed as: NATIONAL ADMINISTRATION INC Service code 15 · EIN 39-1967492 | Recordkeeping | $5,264 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $66,836 | $32,425+106.1% | $74,583-10.4% | $55,167+21.2% |
| Participation rate | 21.5% | 54.0%-32.5pp | 68.1%-46.6pp | 69.0%-47.5pp |
| Annual return | 3.31% | 10.63%-7.3pp | 20.47%-17.2pp | 169.23%-165.9pp |
| Employer contribution / active EE | $345 | $1,043-67.0% | $2,525-86.4% | $1,963-82.4% |
| Participant deferral / active EE | $940 | $1,995-52.9% | $3,458-72.8% | $3,054-69.2% |
| Admin fee / account holder | $983 | $748+31.3% | $4,138-76.2% | $504+95.0% |