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 | $36,378 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $13,782 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,893 | $69,763-57.2% | $67,502-55.7% | $74,495-59.9% |
| Participation rate | 39.9% | 71.4%-31.5pp | 72.9%-33.0pp | 67.2%-27.3pp |
| Annual return | 21.48% | -40.34%+61.8pp | 3512.12%-3490.6pp | 1364.94%-1343.5pp |
| Employer contribution / active EE | $753 | $2,704-72.2% | $2,731-72.4% | $2,623-71.3% |
| Participant deferral / active EE | $1,207 | $3,636-66.8% | $4,000-69.8% | $4,346-72.2% |
| Admin fee / account holder | $346 | $896-61.3% | $3,998-91.3% | $1,942-82.2% |