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 13 · EIN 42-0127290 PO BOX · DES MOINES, IA 503920001 | Contract Administrator | $52,612 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL LLC Service code 49 | Other Services | $26,180 |
PENSION PROFESSIONALS, INC.3 years Filed as: PENSION PROFESSIONALS, INC Service code 13 | Contract Administrator | $5,236 |
PENSION PROFESSIONALS, INC.3 years Service code 13 · EIN 33-0001862 30212 TOMAS · RANCHO SANTA MARGARITA, CA 92688 | Contract Administrator | $750 |
LPL FINANCIAL3 years Service code 49 · EIN 95-2834236 PO BOX 502308 · SAN DIEGO, CA 92150 | Other Services | $0 |
Service code 27 · EIN 95-2755361 1299 OCEAN AVE · SANTA MONICA, CA 90401 | Advisory (Plan) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,720 | $105,181+35.7% | $159,436-10.5% | $85,850+66.2% |
| Participation rate | 71.3% | 75.8%-4.5pp | 82.8%-11.6pp | 69.3%+1.9pp |
| Annual return | 13.25% | 45.07%-31.8pp | 263.57%-250.3pp | 318.53%-305.3pp |
| Employer contribution / active EE | $0 | $3,318-100.0% | $4,829-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,321 | $5,945-27.3% | $7,352-41.2% | $3,952+9.4% |
| Admin fee / account holder | $643 | $6,933-90.7% | $10,799-94.0% | $6,260-89.7% |