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 | $46,568 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $1,482 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $43,091 | $136,307-68.4% | $177,821-75.8% | $73,488-41.4% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.7%+12.3pp | 70.7%+29.3pp |
| Annual return | 7.74% | 18.68%-10.9pp | 48.32%-40.6pp | 28.51%-20.8pp |
| Employer contribution / active EE | $2,506 | $3,712-32.5% | $5,918-57.7% | $2,270+10.4% |
| Participant deferral / active EE | $3,133 | $5,829-46.2% | $7,714-59.4% | $3,740-16.2% |
| Admin fee / account holder | $233 | $596-60.9% | $12,427-98.1% | $513-54.6% |