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 | $108,842 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $85,798 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,380 | $52,293+11.6% | $178,490-67.3% | $73,409-20.5% |
| Participation rate | 97.0% | 65.3%+31.7pp | 81.9%+15.1pp | 72.2%+24.8pp |
| Annual return | 14.36% | 34.75%-20.4pp | 151.07%-136.7pp | 59.29%-44.9pp |
| Employer contribution / active EE | $3,570 | $1,735+105.7% | $5,011-28.7% | $2,234+59.8% |
| Participant deferral / active EE | $4,864 | $2,332+108.6% | $5,202-6.5% | $3,805+27.8% |
| Admin fee / account holder | $198 | $127+55.4% | $13,984-98.6% | $158+25.3% |