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 | $37,873 |
LPL FINANCIAL6+ years Service code 27 · EIN 95-2834236 9785 TOWNE CENTRE DRIVE · SAN DIEGO, CA 92121 | Advisory (Plan) | $29,645 |
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 | $105,230 | $81,474+29.2% | $133,956-21.4% | $73,488+43.2% |
| Participation rate | 89.8% | 76.4%+13.4pp | 79.8%+10.0pp | 70.7%+19.1pp |
| Annual return | 19.37% | 19.40%0pp | 45.09%-25.7pp | 28.51%-9.1pp |
| Employer contribution / active EE | $1,192 | $2,209-46.1% | $3,919-69.6% | $2,270-47.5% |
| Participant deferral / active EE | $6,243 | $3,786+64.9% | $5,048+23.7% | $3,740+67.0% |
| Admin fee / account holder | $402 | $713-43.6% | $8,927-95.5% | $513-21.7% |