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 | $29,888 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $17,745 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,996 | $55,415-54.9% | $155,509-83.9% | $74,495-66.4% |
| Participation rate | 94.0% | 61.9%+32.1pp | 78.2%+15.8pp | 67.2%+26.8pp |
| Annual return | 14.47% | 268.50%-254.0pp | 64.67%-50.2pp | 1364.94%-1350.5pp |
| Employer contribution / active EE | $2,277 | $2,267+0.4% | $4,672-51.3% | $2,623-13.2% |
| Participant deferral / active EE | $2,903 | $2,836+2.3% | $5,626-48.4% | $4,346-33.2% |
| Admin fee / account holder | $194 | $1,738-88.8% | $15,912-98.8% | $1,942-90.0% |