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 37 · EIN 04-2647786 | Loan Processing | $34,660 |
LPL FINANCIAL7 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $29,760 |
FORVIS MAZARS, LLP1 year Service code 10 · EIN 44-0160260 | Accounting | $11,550 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,559 | $29,548+108.3% | $56,411+9.1% | $77,643-20.7% |
| Participation rate | 26.6% | 32.7%-6.0pp | 52.5%-25.8pp | 70.6%-43.9pp |
| Annual return | 11.14% | 19.01%-7.9pp | 1701.33%-1690.2pp | 31.24%-20.1pp |
| Employer contribution / active EE | $709 | $568+25.0% | $1,039-31.7% | $2,726-74.0% |
| Participant deferral / active EE | $1,417 | $1,061+33.6% | $1,952-27.4% | $4,647-69.5% |
| Admin fee / account holder | $350 | $1,046-66.5% | $2,829-87.6% | $430-18.7% |