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 9-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 Filed as: LPL FINANCIAL LLC - RPCP Service code 26 · EIN 04-3046611 | Advisory (Participants) | $32,494 |
Service code 99 · EIN 61-1440646 | Other Fees | $9,748 |
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 | $66,802 | $69,362-3.7% | $101,248-34.0% | $73,488-9.1% |
| Participation rate | 100.0% | 68.4%+31.6pp | 75.8%+24.2pp | 70.7%+29.3pp |
| Annual return | 15.65% | 18.46%-2.8pp | 46.47%-30.8pp | 28.51%-12.9pp |
| Employer contribution / active EE | $805 | $2,628-69.4% | $3,660-78.0% | $2,270-64.5% |
| Participant deferral / active EE | $4,299 | $3,300+30.3% | $4,370-1.6% | $3,740+15.0% |
| Admin fee / account holder | $328 | $704-53.3% | $5,945-94.5% | $513-36.0% |