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 | $30,832 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $0 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $34,188 | $79,523-57.0% | $140,016-75.6% | $56,287-39.3% |
| Participation rate | 100.0% | 85.7%+14.3pp | 87.5%+12.5pp | 69.9%+30.1pp |
| Annual return | 10.39% | 2.39%+8.0pp | 651.12%-640.7pp | -9.96%+20.3pp |
| Employer contribution / active EE | $1,614 | $3,350-51.8% | $5,606-71.2% | $2,111-23.6% |
| Participant deferral / active EE | $1,688 | $5,129-67.1% | $6,927-75.6% | $3,350-49.6% |
| Admin fee / account holder | $139 | $614-77.4% | $10,705-98.7% | $521-73.3% |