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 | $64,309 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $34,425 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,277 | $84,487+81.4% | $125,339+22.3% | $66,914+129.1% |
| Participation rate | 75.8% | 76.4%-0.6pp | 82.4%-6.6pp | 69.8%+6.0pp |
| Annual return | -22.49% | -8.39%-14.1pp | 572.05%-594.5pp | 1.58%-24.1pp |
| Employer contribution / active EE | $3,268 | $3,553-8.0% | $4,814-32.1% | $2,544+28.4% |
| Participant deferral / active EE | $6,228 | $6,781-8.2% | $7,446-16.4% | $4,237+47.0% |
| Admin fee / account holder | $402 | $685-41.3% | $10,010-96.0% | $593-32.2% |