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 | $190,251 |
LPL FINANCIAL1 year Service code 27 · EIN 04-3046611 | Advisory (Plan) | $11,795 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,587 | $42,419-11.4% | $104,294-64.0% | $77,904-51.8% |
| Participation rate | 86.3% | 51.6%+34.7pp | 73.3%+13.0pp | 73.7%+12.6pp |
| Annual return | -17.07% | -11.16%-5.9pp | 24.61%-41.7pp | 12.21%-29.3pp |
| Employer contribution / active EE | $863 | $1,105-21.9% | $3,372-74.4% | $2,848-69.7% |
| Participant deferral / active EE | $2,633 | $1,992+32.2% | $4,625-43.1% | $4,806-45.2% |
| Admin fee / account holder | $105 | $117-10.2% | $7,339-98.6% | $133-20.5% |