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 | $61,841 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $29,264 |
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 | $190,435 | $98,750+92.8% | $149,696+27.2% | $79,858+138.5% |
| Participation rate | 84.8% | 75.8%+9.0pp | 82.5%+2.3pp | 69.6%+15.1pp |
| Annual return | 15.99% | 27.43%-11.4pp | 276.60%-260.6pp | 31.71%-15.7pp |
| Employer contribution / active EE | $3,478 | $3,216+8.1% | $4,644-25.1% | $2,471+40.8% |
| Participant deferral / active EE | $7,616 | $5,680+34.1% | $6,842+11.3% | $3,740+103.6% |
| Admin fee / account holder | $511 | $6,053-91.6% | $9,309-94.5% | $5,306-90.4% |