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 14 · EIN 52-1904735 8820 COLUMBIA 100 PARKWAY · COLUMBIA, MD 21045 | Plan Administrator | $29,492 |
LPL FINANCIAL4+ years Service code 27 · EIN 95-2834236 9785 TOWNE CENTRE DRIVE · SAN DIEGO, CA 92121 | Advisory (Plan) | $25,304 |
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 | $74,319 | $66,302+12.1% | $110,238-32.6% | $56,287+32.0% |
| Participation rate | 88.5% | 74.9%+13.6pp | 79.8%+8.7pp | 69.9%+18.7pp |
| Annual return | -5.39% | -1.18%-4.2pp | 314.74%-320.1pp | -9.96%+4.6pp |
| Employer contribution / active EE | $1,081 | $2,047-47.2% | $3,826-71.8% | $2,111-48.8% |
| Participant deferral / active EE | $5,498 | $3,381+62.6% | $4,672+17.7% | $3,350+64.1% |
| Admin fee / account holder | $361 | $698-48.3% | $8,547-95.8% | $521-30.7% |