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 |
|---|---|---|
LPL FINANCIAL7 years Filed as: LPL FINANCIAL LLC - RPCP Service code 26 · EIN 04-3046611 | Advisory (Participants) | $47,558 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $5,434 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $32,559 | $34,934-6.8% | $56,411-42.3% | $74,495-56.3% |
| Participation rate | 89.2% | 32.8%+56.4pp | 52.5%+36.8pp | 67.2%+22.0pp |
| Annual return | 12.79% | 25.94%-13.1pp | 1701.33%-1688.5pp | 1364.94%-1352.2pp |
| Employer contribution / active EE | $675 | $609+10.9% | $1,039-35.0% | $2,623-74.3% |
| Participant deferral / active EE | $3,904 | $1,170+233.6% | $1,952+100.0% | $4,346-10.2% |
| Admin fee / account holder | $309 | $2,364-86.9% | $2,829-89.1% | $1,942-84.1% |