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 | $29,891 |
LPL FINANCIAL5 years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $8,593 |
Filed as: WILSHIRE ADVISORS LLC 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,318 | $46,292+26.0% | $143,757-59.4% | $64,808-10.0% |
| Participation rate | 72.4% | 64.2%+8.2pp | 80.3%-7.9pp | 71.5%+1.0pp |
| Annual return | -12.03% | -10.05%-2.0pp | -0.04%-12.0pp | 32.82%-44.8pp |
| Employer contribution / active EE | $2,888 | $1,910+51.2% | $4,951-41.7% | $2,506+15.3% |
| Participant deferral / active EE | $4,718 | $2,646+78.3% | $5,637-16.3% | $4,310+9.5% |
| Admin fee / account holder | $50 | $154-67.6% | $14,673-99.7% | $188-73.5% |