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 7-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 15 · EIN 35-0145825 | Recordkeeping | $23,268 |
Filed as: RAYMOND JAMES AND ASSO INC. Service code 26 · EIN 59-1237041 | Advisory (Participants) | $10,227 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 16 · EIN 04-3046611 | Consulting | $9,806 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $17,458 | $47,126-63.0% | $149,673-88.3% | $74,419-76.5% |
| Participation rate | 64.1% | 63.4%+0.7pp | 78.8%-14.6pp | 70.7%-6.6pp |
| Annual return | 13.53% | 22.75%-9.2pp | 134.42%-120.9pp | 34.38%-20.9pp |
| Employer contribution / active EE | $658 | $1,905-65.5% | $4,818-86.3% | $2,637-75.1% |
| Participant deferral / active EE | $2,371 | $2,728-13.1% | $5,680-58.3% | $4,528-47.6% |
| Admin fee / account holder | $98 | $343-71.3% | $13,210-99.3% | $348-71.7% |