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 52 · EIN 04-1590850 | Indirect Investment Fees | $45,911 |
LPL FINANCIAL1+ years Service code 27 · EIN 04-3046611 | Advisory (Plan) | $23,729 |
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 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 | $117,567 | $57,108+105.9% | $94,224+24.8% | $52,331+124.7% |
| Participation rate | 80.5% | 72.9%+7.6pp | 78.8%+1.7pp | 68.1%+12.4pp |
| Annual return | 0.16% | 1.47%-1.3pp | 10.68%-10.5pp | 4.54%-4.4pp |
| Employer contribution / active EE | $1,408 | $1,735-18.9% | $3,587-60.7% | $1,882-25.2% |
| Participant deferral / active EE | $3,923 | $3,040+29.1% | $4,320-9.2% | $3,022+29.8% |
| Admin fee / account holder | $333 | $546-39.1% | $6,269-94.7% | $592-43.8% |