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 | $29,481 |
LPL FINANCIAL3+ years Filed as: LPL FINANCIAL CORPORATION Service code 22 · EIN 95-2834236 | Insurance Broker | $13,173 |
NATIONAL ADMINISTRATION, INC.1 year Service code 15 · EIN 39-1967492 | Recordkeeping | $2,850 |
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.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $70,456 | $36,767+91.6% | $81,478-13.5% | $62,292+13.1% |
| Participation rate | 21.9% | 54.4%-32.5pp | 68.0%-46.0pp | 69.5%-47.6pp |
| Annual return | 15.98% | 173.80%-157.8pp | 38.78%-22.8pp | 28.90%-12.9pp |
| Employer contribution / active EE | $334 | $1,128-70.4% | $2,568-87.0% | $2,042-83.6% |
| Participant deferral / active EE | $858 | $2,111-59.4% | $3,537-75.7% | $3,169-72.9% |
| Admin fee / account holder | $884 | $797+10.9% | $4,561-80.6% | $479+84.5% |