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 | $6,584 |
LPL FINANCIAL4 years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $1,872 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,013 | $65,041-43.1% | $90,951-59.3% | $79,858-53.7% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 16.09% | 30.45%-14.4pp | 134.60%-118.5pp | 31.71%-15.6pp |
| Employer contribution / active EE | $639 | $1,247-48.7% | $2,122-69.9% | $2,471-74.1% |
| Participant deferral / active EE | $3,686 | $2,512+46.8% | $3,373+9.3% | $3,740-1.4% |
| Admin fee / account holder | $52 | $4,536-98.9% | $5,959-99.1% | $5,306-99.0% |