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 | Contract Administrator | $116,854 |
LPL FINANCIAL8 years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $55,181 |
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 | $144,539 | $78,483+84.2% | $106,201+36.1% | $74,546+93.9% |
| Participation rate | 87.8% | 72.8%+15.0pp | 75.3%+12.5pp | 67.2%+20.6pp |
| Annual return | 15.18% | 15.94%-0.8pp | 116.26%-101.1pp | 1366.03%-1350.8pp |
| Employer contribution / active EE | $7,160 | $2,522+183.9% | $3,170+125.9% | $2,624+172.8% |
| Participant deferral / active EE | $15,160 | $4,320+250.9% | $5,012+202.5% | $4,347+248.7% |
| Admin fee / account holder | $522 | $2,236-76.7% | $11,039-95.3% | $1,944-73.2% |